This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Tuesday, July 16, 2013
Kyle Bass / Hayman Capital June 2013 Letter to Investors
Below please find Hayman Capital's June 2013 letter to investors. In the letter, Kyle Bass talks about his updated thoughts on the Japanese market given the recent pull backs and he also sheds some light on the recently revealed news that he is also short China. It is interesting reading as always.
Enjoy:
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