Jim Chanos CNBC Interview Notes
December 15th, 2009
-”never get the top-tick and never get the bottom-tick. Anyone that says they do is probably (lying)”
-”stick to things we can fundamentally analyze”
-”bubble is best identified by credit excesses not valuation excesses”
-short the auto sector (Ford, Fiat) and airframe manufacturer
-China GDP numbers are inflated. Short the H shares and derivative plays like commodity suppliers (copper, cement, iron ore)
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