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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Thursday, October 10, 2013
Jim Chanos on CNBC #1
Jim Chanos was on CNBC this morning sharing his thoughts on the market as well as a couple of specific names he is short. In this first clip he discusses why he thinks HP (HPQ) is a secular short: