29th November 2011: Economic Excerpts In The Cold November Rain – Kyle Bass

Quote of the Day:

The spending idiocy of the World is gonna catch up with itself and that’s where we are today.

Kyle Bass – Hedge Fund Manager

Macro Overview

• Much of what I needed to say on the Eurozone has been said and I’ll update you if things change… if you’d like a quick refresher here are some links to the most popular key articles on the Eurozone:
  • Greek Sovereign Debt Crisis, Part 1
  • Greek Sovereign Debt Crisis, Part 2
  • The Art of Political Deception, Part 1 – Evolution of the Greek Debt Crisis
  • EFSF = The Mother Of All Sub Prime CDOs

 

Kyle Bass

• I’m taking a few days off writing extensive opinionated material and will choose instead to provide you with a few choice excerpts/videos/links which I think have shaped my views this year and will shape my forecasts into next year.
• Today – interview with Kyle Bass Part 1

• Today – interview with Kyle Bass Part 2