Wednesday, February 16, 2011

Hayman Capital's Kyle Bass Provides CNBC Interview On Japan, Europe And Munis

Watch, listen, learn. Also, here's a link to Bass's/Hayman's most recent annual letter.

Intro and Japan:













Europe:













Munis and Meredith Whitney:











Tuesday, February 15, 2011

Hayman Capital's Kyle Bass Writes About The Cognitive Dissonance Of It All

Hayman Capital's Kyle Bass writes about "The Cognitive Dissonance of it All" - the fact that an increase in the unsustainable policies and economic structure of the past forty years that led to the recent financial crisis is being offered as the cure to the ills the very same policies caused. Sovereign defaults, debt accumulation, the Keynesian endpoint, Japan's coming X-Day, the future of the euro/EMU, fiat money, gold and other topics are all discussed.

Enjoy.

48881153 Kyle Bass Hayman Investor Letter February 2011[1]

Friday, January 21, 2011

When Teppers Speak, Investment Linebackers Listen

In this extended CNBC interview, Appaloosa's David Tepper is still somewhat optimistic, albeit toned down a bit from last September. Watch and see for yourself what Trader Tepper (as opposed to Investor Tepper) has to say about the opportunity set today. As always, he's entertaining as hell. [click here for his fantastic market call last September - many people credit this interview with setting the market psychology for the balance of 2010]

Part I - Tepper's New "Bank" Investment (NJ Food Bank charity) and a Look Back at His Fall Call:













Part II - Tepper Tones Down His Bullishness From Last Fall:













Part III - Tepper Gives His Somewhat More Micro Outlook (Semis, Semicap Equipment, Banking to a Certain Extent, potentially some of the PIIGS if they "do the right things"), Currencies and Gold are Tough, etc.:











Wednesday, January 19, 2011

Appaloosa's David Tepper Returns To CNBC This Friday January 21st

Long time readers know that we are David Tepper fans, if for no other reason than his fantastic communication skills. We directed you to watch the interview he gave on CNBC last September (which you still can do here). In that interview, he told you in no uncertain terms to buy because the Fed was intent on making everything go up, inflationary consequences be damned.

Mission Accomplished.

This Friday, he's back to drop more knowledge.

[HT: LB}