Jim Chanos’ Current Short Positions and Outlook on China

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The Contrary Investing Report > Short Ideas

This morning on Bloomberg I caught an interesting Jim Chanos interview – here it is below, along with my notes – in summary, Chanos: Views Petrobras and other national energy companies as “giant ATM machines” for their national governments, as well as patronage job locaters. Thinks the natural gas revolution in the US is for […]

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Would you pay 32x forward earnings for a retailer? Amazingly, this is the valuation other “investors” have put on the top 5 holdings in the S&P retailer fund.  S&A’s Frank Curzio writes: The top five holdings in the S&P retailer fund are trading at an average forward price-to-earnings ratio of 32. That’s more than twice […]

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