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Our concerns about what we saw in Australia: an economy clearly tied to China has hitched its wagon to the tail of the tiger. In terms of the general... →
I've learned there's a big difference between a long-focused value investor and a good short-seller. That difference is psychological and I... →
Increasingly, the real estate developers can't get bank loans for their project financing in China. They're now going into the Hong Kong... →
Dubai was a property bubble. Plain and simple. Go to Dubai and see what happened. It was... what I call it the 'Edifice complex' - it's... →
Bubbles are best identified by credit excesses, not valuation excesses. And there's no bigger credit excess than in China.
There's almost 70 billion in square feet under construction in high rises in commercial, residential and light manufacturing. And we estimate... →
What we define as a bubble is any kind of debt-fueled asset inflation where the cash flow generated by the asset itself - a rental property, office... →
People who lose money always need someone to blame.
Derivatives in and of themselves are not evil. There's nothing evil about how they're traded, how they're accounted for, and how... →
Healthcare is growing now at about 10 per cent per annum in the U.S. top line, versus 3 per cent for the economy. As someone with a sharp pencil and... →
So you know, everyone points out Greece's default record, but the history of a lot of sovereign nations is not a good one when it comes to... →
The Macau casinos have a wonderful business, it's taking in money from Chinese businessmen elsewhere who send it through junky companies to... →
What American people and what the markets want is a fair and level playing-field, where the rules are clearly elucidated, where the referees are... →
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