• Houses most overvalued in Australia and Hong Kong, most undervalued in Japan 15 Mar 2011
• Chart of the Day: Homes in Australia and Hong Kong overvalued, in Japan and Germany undervalued 22 Oct 2010
• China Approves Hong Kong Monetary Authority to Buy Chinese Securities 2 Nov 2010

• Kyle Bass: At municipal level, it’s “open season for defaults” 17 Feb 2011
• Kyle Bass on Japanese Insolvency and Systemic Risk in the Global Economy 17 Feb 2011
• Hedge Funds 1 Oct 2008

• The political economy of the European sovereign debt crisis 30 Jun 2011
• The European Sovereign Debt Crisis is a solvency crisis 15 Aug 2011
• On Creators of Currency and the Sovereign Debt Crisis 7 Sep 2010

• The debt-financed investments of Chinese state-owned enterprises 7 Jul 2011
• Jim Chanos on China: ‘The Cracks are Spreading’ 19 May 2011
• Rogers: Chanos “couldn’t spell China 10 years ago” 8 Feb 2010

• Jim Chanos: short sellers are heroes 25 Sep 2008
• Jim Chanos: “It’s a bear market rally” 16 Dec 2008
• Jim Chanos on China: ‘The Cracks are Spreading’ 19 May 2011

• Rogers: Chanos “couldn’t spell China 10 years ago” 8 Feb 2010
• Jim Chanos makes the bearish case on China 17 Nov 2010
• Jim Chanos still bearish on China, talks malinvestment 3 Feb 2010

• Jim Chanos still bearish on China, talks malinvestment 3 Feb 2010
• Australian Professor in Japan makes case for protectionism against China 2 Dec 2009
• Rogers: Chanos “couldn’t spell China 10 years ago” 8 Feb 2010

• Why Lehman failed 17 Sep 2008
• Jim Chanos: short sellers are heroes 25 Sep 2008
• Chanos: I warned Brown and Geithner of financial calamity 1 Sep 2009

• Apple is screwing it up 25 May 2010
• Apple: Can it stop the Android menace? 19 Nov 2009
• Android gaining momentum on Apple’s iPhone 14 Oct 2009

• Links: 2010-04-25 German and French pressure on Greece 25 Apr 2010
• Links: 2010-05-17 German edition 17 May 2010
• German deposit guarantee sets up a German-British row 6 Oct 2008

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.

• A strong dollar, euro downside and a gold liquidation panic 22 Jan 2010
• Persevering Euro Weakness, German Naked Short-Selling Ban Stays in the Limelight 19 May 2010
• Euro Losses Accelerate As Germany Bans Some Short-selling 18 May 2010

• Euro Losses Accelerate As Germany Bans Some Short-selling 18 May 2010
• Australia bans short selling too 22 Sep 2008
• The short-selling rule and unintended consequences 16 Jul 2008

• 30-Year Bond at record low 24 Oct 2008
• Market risk is high 22 Jun 2008
• Panic Time at the Fed 17 Apr 2008

• Bank of Canada blames Geithner for financial mess 24 Apr 2009
• Jim Chanos: short sellers are heroes 25 Sep 2008
• FSA: Gordon Brown complicit in credit bust 12 Mar 2009

• How Goldman profits from the credit crunch 22 Jun 2008
• TARP dividends are killing bank profits 22 Jan 2009
• Did Tim Geithner blow it? 11 Feb 2009

• Another take on the treasuries bubble 4 Jan 2009
• Chart of the day: Dow Jones vs. Treasuries 4 Jun 2008
• Video: Andrew Barry says stay away from treasuries 5 Jan 2009

• Is the short covering rally over? 24 Jul 2008
• UBS to write down but has massive Tier 1 capital 4 Jul 2008
• Another massive write-down: Deutsche Bank 29 Apr 2008

• Is the short covering rally over? 24 Jul 2008
• Everyone wants in on the short sell ban list 23 Sep 2008
• Short-selling financial shares is now illegal 19 Sep 2008

• Starbucks’ closure list 19 Jul 2008
• FDIC list of problem banks 9 Sep 2008
• Short-selling financial shares is now illegal 19 Sep 2008

• Short-selling financial shares is now illegal 19 Sep 2008
• The short-selling rule and unintended consequences 16 Jul 2008
• Australia is set for a slowdown 9 Jul 2008

• The short-selling rule and unintended consequences 16 Jul 2008

• The short-selling rule and unintended consequences 16 Jul 2008
• Jeremy Grantham: “Many shares priced for… economic collapse” 12 Jul 2008
• Citi close to selling German unit 11 Jul 2008