Hugh Hendry at LSE AIC 1/5 - 'I should be attending the Young Farmers Society as opposed to the LSE'
Uploader Comments (GreshamsLaw)
All Comments (10)
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That's quite interesting, just read the article on ft.
I must say it's quite a specific bet, shorting "highly cyclical Japanese corporate credits that have high exposure to Chinese demand" so I can not say much on that.
It's well possible, that people were giving loans like crazy to companies, just because they were viewed as chinese=growth.
Regarding the long term prospects of the chinese economy though, my opinion remains the same! Merry christmas to all
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@ImAWiseguy123 Are you aware his China Short Fund is currently up 52% Year to Date? That is an astonishing ROI. A man famous for being early finally timed something perfectly.
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the man thinks that Chine will collapse.. aha. Well he may bet on that with his own money.
He mixes emotions with rational thought... why would you invest with this madman when there are fine investors like bruce berkowitz, warren buffett, martin whitman, howard marks...
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I found this linked on zerohedge. Hugh Hendry is BOSS!!! A much needed dose of common sense, thanks for uploading!
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@8:20 here is the magnitude of the problem, tinyurl . com / 6a3zxkm
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Hugh Hendry great guy. He cuts straight through the BS!!!
240p my old friend
Seriously...
iddn 4 months ago
@iddn 240p seems pretty good to a 492 year-old like me.
Regards,
Thomas Gresham
GreshamsLaw 4 months ago 7
07:40 former danish prime minister...IDIOT!
timjohan 4 months ago 4
@timjohan Indeed!
GreshamsLaw 4 months ago 2