Kyle Bass of Hayman Capital provides some of the most thoughtful and in-depth research of any Hedge Fund managers that I am aware of, and in this piece he forecasts some pretty dire scenarios for Europe and Japan. Central banks are out of control and they aren’t getting the assistance on the fiscal end to really address some of these structural problems. Bass also talks about his large positions in non-agency RMBS, which seems like a very sensible investment to me. I really enjoyed this and I hope that you do too!
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