J. Kyle Bass and his firm made billions shorting subprime mortgages prior to the mortgage meltdown. The below third quarter newsletter provides perspective on current monetary policy around the world. The newsletter contains an in depth discussion on China, Japan and the timing of potential inflation. The commentary is a must read for investors.
Hayman Advisors Third Quarter 2009 -
(H/T: Zero Hedge, Pragmatic Capitalist)
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