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JGBass

Yesterday at CNBC’s hilariously named groupthink circle jerk “Delivering Alpha” Kyle Bass founding, partner of Hayman Advisors, outlined his best idea. His short JGBs thesis shocked no one as it has...

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Bassmasters, It’s A Fishing Show

Feel free to chalk this up as an obnoxious victory lap, but I thought this was worth a look. As I pointed out over a year ago Kyle Bass seems to have become victim of the great widow maker macro trade...

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