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View Full Version : Kyle Bass - AC2012 The Entanglement


ImaCannin
30th December 2012, 05:49 PM
http://www.youtube.com/watch?v=JUc8-GUC1hY

Not sure if this has been posted... good stuff here!


www.youtube.com/watch?v=JUc8-GUC1hY
Carl
30th December 2012, 09:47 PM
I know he's underestimating the number of homes being held by the banks, which is closer to 20 million than it is to his 8. And there isn't going to be a recovery in housing until those houses are marked to what the market can afford instead of marked to fantasy, which allows the banks to falsely claim capitalized solvency.