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Olduvai III: Catacylsm
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Kyle Bass: China’s $40 Trillion Banking System Has “Largest Imbalances I’ve Ever Seen”

Kyle Bass: China’s $40 Trillion Banking System Has “Largest Imbalances I’ve Ever Seen” Kyle Bass’s Hayman Capital has been having a rough year thanks to its widely publicized bet against China’s currency, which has more than reversed its 2016 decline – its largest annual drop since 1994 – as the People’s Bank of China has […]

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Hugh Hendry: “If China Devalues By 20% The World Is Over, Everything Hits A Wall”

Hugh Hendry: “If China Devalues By 20% The World Is Over, Everything Hits A Wall” Once upon a time Hugh Hendry was one of the world’s most prominent financial skeptics, arguing with anyone who would listen that the status quo is doomed and that central planning will never work. Most famously, back in 2010 during a BBC […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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