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, May 15, 2014
Jim Chanos gives an update on his China short thesis
Jim Chanos was on CNBC today and gave an update on why he is still short CNBC. They are starting to see cracks in luxury goods and gambling in Macau.
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