Jim Chanos on China, Hong Kong and Australia

Famous shortseller Jim Chanos was in Hong Kong and Australia and reported back on what he saw to Bloomberg Television. Copy provided below including a link to the video

Kyle Bass on Hardtalk about Europe, Japan and Hedge Funds

BBC’s Hardtalk recently featured Kyle Bass, Founder of Hayman Capital, a hedge fund based in Texas to talk about global markets and the sovereign debt crisis.

Video below

Hugh Hendry on the economy and the sovereign debt crisis

We’ve reached a very rare moment in economic history where the problem is greater than the ability of the politicians to respond

Jim Chanos: China has tons of contingent debt via state-owned enterprises

The overall gist of Jim Chanos’ comments on Bloomberg yesterday were that China has off-balance sheet contingent liabilities due to its implicit commitment to state-owned enterprises which are kneee-deep in land and property speculation. See Michael Pettis piece on The debt-financed investments of Chinese state-owned enterprises for a comprehensive analysis of this problem

Jim Chanos: Still short

Shortseller Jim Chanos was on CNBC talking about the markets and the economy. The gist of his comments was that there still isn’t a lot he would go long on. He did say he is long casinos in China but in general he remains short.

Video below

Jim Chanos on China: ‘The Cracks are Spreading’

Jim Chanos sees a slowdown in residential property sales coupled with declining prices. Real estate companies are starting to close down. He argued on CNBC yesterday that this means the first signs of a Chinese slowdown are showing. Video below

Jim Chanos makes the bearish case on China

Fortune recently did a story on Jim Chanos called "Chanos vs. China" which warrants reading.  Below is the associated video in which you can hear Chanos making the bearish case for China. Chanos is the most unapologetic and aggressive of the well-known bears about his case. For example, Andy Xie seems to have backpedalled somewhat

Jim Chanos: “We are really rewarding failed business decisions repeatedly”

Jim Chanos, the famous shortseller, was on CNBC talking about the auto bailouts. Chanos thinks the story the administration is telling us about the success of the bailouts is misleading. Note the figures that Chanos cites on the return on the government’s bailout investment in the automakers. The government is playing fast and loose here

Is Apple Ripe to Pick for a Short?

By Chris Wood of Casey Research “We want to kick off 2010 with a truly revolutionary and magical product.” That was Steve Jobs, preaching to a packed house at the Yerba Buena Center for the Arts in San Francisco back on January 27, as he announced the iPad. Well, the device was finally released on

Links on the German shortselling ban and more

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Short Euro Liquidation

Because of short covering, we may eventually see a much larger reversal in the Euro than we have seen to date. And although I recently noted that the Euro was still overvalued on a purchasing power parity basis, nothing goes down in a straight line.

Persevering Euro Weakness, German Naked Short-Selling Ban Stays in the Limelight

Highlights Euro weakness persevered into the European session, with Germany’s naked short-selling ban announcement still in the limelight (see below). The euro has broken through the $1.22 mark, down to a low $1.2144 in Asia -  a fraction above the important $1.2143 level, which is a 50% retracement of the rally from the all time