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Strategies & Market Trends : Value Investing
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To: Graham Osborn who wrote (57399)6/10/2016 1:56:31 PM
From: Micah Lance  Read Replies (1) of 78751
 
Based on what I have read, I think it is far more likely that he is shorting large caps or using credit derivatives. I believe there's a good number of large caps that could be shorted successfully.

I am not well-versed on shorting, so it is something I avoid as of right now. I would think companies like TSLA or NFLX would be good short candidates based on their extremely high valuations and equally high negative FCF. I know there's more to shorting to it than that, however there are quite a few companies like this that Dr. Burry could be shorting.

In response to your comments on gold, my positions can be summed up based on the following tweet from Janus Capital: "Gross: Global yields lowest in 500 years of recorded history. $10 trillion of neg. rate bonds. This is a supernova that will explode one day"

I believe that the global QE going on right now can only "kick the can" of recession so far down the road before it can't go any further. I just don't see logically how central banks can spur growth by buying all these assets like the ECB buying corporate debt and the BOJ owning ~50% of all Japanese ETFs. I have more reasons than this, but for the sake of keeping the post shorter I won't go on. I think this will cause gold to move substantially higher. If that's the case, I would prefer to own well run, low debt companies that will produce a positive cash flow to shareholders.
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