The Kyle Bass Portfolio
Hedge fund manager Kyle Bass was on CNBC today, scaring the residing bejeezus out of folks with his warnings about sovereign debt problems, the European banking system, and also the coming hyperinflationary collapse of Japan.
He’s mainly extended US assets, even though he’s not a “bull” on equities. In reality, he says you’d be a fool to be long.
Bass favors specific scenarios, which creates mimicking his portfolio difficult, but here’s the broad outline of what he’s doing with his cash.
taken from:
