Mission

A Peak Under The Hood will be dedicated to providing unique insights into macro topics happening around the world and how these topics may affect financial markets. We will try to provide an entertaining, but informative blog, on subjects ranging from Real Estate, Mortgage Markets, Commodities, Major Stock Indexes, Bonds, and Select Trading Ideas. Our site will contain original posts, charts and also include opinions from outside investors and reporters who furnish original thoughts. We will attempt to dig deeper than what can be found on major network financial news outlets and it is our hope that you will continue to visit the site as we provide intelligent analysis that may be counter intuitive to mainstream ideas.

Friday, May 27, 2011

Jim Chanos thinks he may not be bearish enough on Chinese real estate

http://www.arabianmoney.net/us-stocks/2011/05/25/jim-chanos-thinks-he-may-not-be-bearish-enough-on-chinese-real-estate/

Jim has a great grasp on the world economy. He is one of the few elite analysts that I think is worth listening to.
While playing something short you want to have the Patience of a saint and most of the best are typically early. Jim has been preaching this idea for a while now in spite of the bubble continuing to run, but if right it can pay off spectacularly.

1 comment:

  1. http://www.bloomberg.com/news/2011-06-14/china-s-steel-output-rose-to-record-in-may-on-property-construction-demand.html

    I still say this all comes crashing down very hard.

    ReplyDelete