Margin of Safety » Financial Suppression http://amarginofsafety.com "...to distill the secret of sound investment into three words..." Fri, 26 Jun 2020 18:44:00 +0000 en hourly 1 http://wordpress.org/?v=3.2 “It’s a Disaster, the United States…” Kyle Bass http://amarginofsafety.com/2011/12/13/its-a-disaster-the-united-states-kyle-bass/?utm_source=rss&utm_medium=rss&utm_campaign=its-a-disaster-the-united-states-kyle-bass http://amarginofsafety.com/2011/12/13/its-a-disaster-the-united-states-kyle-bass/#comments Wed, 14 Dec 2011 03:58:54 +0000 Ray Galkowski, CFA http://amarginofsafety.com/?p=1177 Continue reading →]]> Bass’s usual upbeat outlook on Japan, Europe and the US as broadcast on BNN today. I wish the interviewers would have allowed Bass to fully answer their questions. They cut him off too many times to ask a new question in the middle of thoughtful analyses.

I do not believe Bass is a permabear like Roubini and Shilling. I think he has thoroughly analyzed developed western economies, sees a disaster coming, and is willing to place a large bet on his convictions. Enjoy…

http://watch.bnn.ca/the-street/december-2011/the-street-december-13-2011/#clip584881

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