thetailchaser.blogspot.com thetailchaser.blogspot.com

thetailchaser.blogspot.com

The Tail Chaser

I just don't know what tail yet. the boom or the bust. Thursday, July 4, 2013. Kyle Bass - Shikata ga nai. Just Kyle Bass's latest piece from early June. Basically he's with thesis that now is the time to reduce risk. Hayman Japan Update June 2013 (FINAL) Kyle Bass China. Ok, so reducing short-term bearish bias, Dragney-style. A few weeks ago I posted that Central Banks had changed their ultra-dovish stance in aggregate. And it would be harder for asset prices to make new highs, perform well. So Carney s...

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The Tail Chaser | thetailchaser.blogspot.com Reviews
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I just don't know what tail yet. the boom or the bust. Thursday, July 4, 2013. Kyle Bass - Shikata ga nai. Just Kyle Bass's latest piece from early June. Basically he's with thesis that now is the time to reduce risk. Hayman Japan Update June 2013 (FINAL) Kyle Bass China. Ok, so reducing short-term bearish bias, Dragney-style. A few weeks ago I posted that Central Banks had changed their ultra-dovish stance in aggregate. And it would be harder for asset prices to make new highs, perform well. So Carney s...
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1 the tail chaser
2 storm is coming
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The Tail Chaser | thetailchaser.blogspot.com Reviews

https://thetailchaser.blogspot.com

I just don't know what tail yet. the boom or the bust. Thursday, July 4, 2013. Kyle Bass - Shikata ga nai. Just Kyle Bass's latest piece from early June. Basically he's with thesis that now is the time to reduce risk. Hayman Japan Update June 2013 (FINAL) Kyle Bass China. Ok, so reducing short-term bearish bias, Dragney-style. A few weeks ago I posted that Central Banks had changed their ultra-dovish stance in aggregate. And it would be harder for asset prices to make new highs, perform well. So Carney s...

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thetailchaser.blogspot.com thetailchaser.blogspot.com
1

The Tail Chaser: April 2013

http://thetailchaser.blogspot.com/2013_04_01_archive.html

I just don't know what tail yet. the boom or the bust. Monday, April 8, 2013. Interview with Druckenmiller on BBG (March 1st). I just think this guy, alongside others like Soros, Rogers, Kovner and Tudor Jones, who had their asses on the line, is fantastic.He has lived through history. Has learned with the past and, well. I hope I was good as he was/is/likely will be until he stops managing money. It basically read like this:. Secular bear markets end when a secular problem is solved. Date: March 1, 2013.

2

The Tail Chaser: May 2013

http://thetailchaser.blogspot.com/2013_05_01_archive.html

I just don't know what tail yet. the boom or the bust. Thursday, May 9, 2013. As the world slows down and the lack of growth in Global Trade remains. idling productive capacity that needs to be paid off. Now consider how much FX reserves non-DM guys have and what most of their growth models are based on. and then match that with very loose monetary policies in the US, Eurozone, Japan. and lack of global inflation to keep cash flows stable in order to pay all the global debt pile. With a high conviction, ...

3

The Tail Chaser: July 2013

http://thetailchaser.blogspot.com/2013_07_01_archive.html

I just don't know what tail yet. the boom or the bust. Thursday, July 4, 2013. Kyle Bass - Shikata ga nai. Just Kyle Bass's latest piece from early June. Basically he's with thesis that now is the time to reduce risk. Hayman Japan Update June 2013 (FINAL) Kyle Bass China. Ok, so reducing short-term bearish bias, Dragney-style. A few weeks ago I posted that Central Banks had changed their ultra-dovish stance in aggregate. And it would be harder for asset prices to make new highs, perform well. So Carney s...

4

The Tail Chaser: Ok, so reducing short-term bearish bias, Dragney-style

http://thetailchaser.blogspot.com/2013/07/ok-so-reducing-short-term-bearish-bias.html

I just don't know what tail yet. the boom or the bust. Thursday, July 4, 2013. Ok, so reducing short-term bearish bias, Dragney-style. A few weeks ago I posted that Central Banks had changed their ultra-dovish stance in aggregate. And it would be harder for asset prices to make new highs, perform well. Today part of that changed. Draghi today at the ECB changed the game as well, with "rates at zero for an extended period" Fed-like style talk. News? Hell no. But being explicit? Cheer up, fellas. With a hi...

5

The Tail Chaser: Feedback Loops: Will Price Action Hit Eco Growth?

http://thetailchaser.blogspot.com/2013/06/feedback-loops-will-price-action-hit.html

I just don't know what tail yet. the boom or the bust. Wednesday, June 26, 2013. Feedback Loops: Will Price Action Hit Eco Growth? And I really don't understand WHY THEY. Are scared. That is the only reason I can think of, really. But that now changed. THEY. I never believed the world would accelerate upwards and THE GREAT DEBT PROBLEM could be solved. I am of the opinion that there is no good solution for the problems the world is currently facing. This problem is simply TOO MUCH DEBT. Debt which was us...

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I just don't know what tail yet. the boom or the bust. Thursday, July 4, 2013. Kyle Bass - Shikata ga nai. Just Kyle Bass's latest piece from early June. Basically he's with thesis that now is the time to reduce risk. Hayman Japan Update June 2013 (FINAL) Kyle Bass China. Ok, so reducing short-term bearish bias, Dragney-style. A few weeks ago I posted that Central Banks had changed their ultra-dovish stance in aggregate. And it would be harder for asset prices to make new highs, perform well. So Carney s...

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