Posts
September 9, 2015
Jim Chanos: New short position in Cheniere Energy
LNG demand isn't growing anymore. We already have excess capacity, and we're about to pretty much almost double the capacity globally over the next four years. - Jim Chanos
September 9, 2015
Jim Chanos: This will lead to unraveling in China
One of the worries we've always had was they were going to lose control of their currency. - Jim Chanos
Implications if he's right:
1. China is a sure thing. Not.
2. Commodities are a sure thing. Not.
3. Hyperinflation. Not.
4. Rising interest rate environment. Not.
5. Dennis Gartman is a genius. Not.
6. Jim Rogers is a genius. Not.
ICE First Look at September Mortgage Performance: "Delinquencies remain
well below pre-pandemic norms"
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From Intercontinental Exchange: ICE First Look at Mortgage Performance:
Mortgage Performance Remains Strong as FHA Foreclosures Emerge
Intercontinental Exc...
8 hours ago
2 comments:
I'm so old I remember once when Rogers was right.
Rob Dawg,
Which Rogers?
Too many people spend money they haven't earned to buy things they don't want to impress people they don't like. - Will Rogers
Genius! ;)
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