Category: Military Strategy
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Kyle Bass
Kyle Bass, founder of Hayman Capital and one of the few to benefit from the 2008 mortgage crisis, warns of the concerning military capabilities of China and argues that American investors played a role in building their war machine. He points out that China now has more naval ships than the U.S. Navy and believes…
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6/20/23
https://media.licdn.com/dms/document/media/D4E10AQF0toTR_Tk9rA/ads-document-pdf-analyzed/0/1685027405027?e=1687798800&v=beta&t=xqj18k5NlsNOegEgJXFmm9uRJ1e1vac8jAPUp0YopdE Surprise Surprise…PIMCO likes bonds “moving away from a “TINA” world(where “there is no alternative” to equities) to one in whichbonds look cheap relative to equities. Now, bonds also appearattractive due to the current stage of the economic cycle… We maintain our underweight in equities and take a cautiousapproach, with a focus on low-leverage and…
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Ukraine Strikes Back…