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Tag Archives: Housing Bust
“Who Wants to be the Mayor (in China) who…
…reports that he didn’t get 8% GDP growth this year…nobody wants to come forward with that.” –Patrick Chovanec, Profesor, Tsinghua University (at 2:17 in the video below): This is my favorite explanation for the rise of several ghost cities in China … Continue reading
Posted in Uncategorized
Tagged Chinese Ghost City, Housing Bust, Patrick Chovanec, Risk, Thomas Friedman
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Vitaliy Katsenelson’s Blog
I have just added VK’s Contrarian Edge to the blogroll. VK has strong opinions, but backed up with many facts. He has an interesting tid bit in today’s post: China consumes two-thirds of the world’s production of iron ore. Given the … Continue reading
David Einhorn on the Charlie Rose Show (Video)
David Einhorn appeared on the Charlie Rose Show on December 6, 2010. I think Einhorn is a brilliant securities analyst. He has done a remarkable job providing high risk-adjusted returns for over a decade for the limited partners in his … Continue reading
Andy Kessler in Today’s Wall Street Journal
Andy Kessler spun a nice yarn in his book, Running Money. It was about the trials and tribulations of Kessler and his partner in creating a hedge fund, finding investors, raising capital, investing capital, and negotiating with and rejecting seed … Continue reading