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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: KyrosL who wrote (63793)	5/23/2010 9:31:32 AM
From: TobagoJack	Respond to of 219545

<<China Mobile, for example, has shorts worth over $100 million ... >> 100 million short position ?! enough space for 5 average sized speculators in hong kong. be serious, that "well over" short position is hardly a position given the amount of short positions out there across and against all markets and chips, and majority of those short positions did much better than any short against china mobile could possibly have done, say, for example qcom and goog finance.yahoo.com instead of wagering using the unwieldly fxi, chanos would have done much better wagering against goog. bottom line, chanos could have done much better long china and short america than short china long america, and have done so with assurance of genuine liquidity rather than theoretical exit <<Interestingly, the Chinese leadership started tightening credit right around the time Chanos started talking, playing right into his hands>> ... let us wait to hear from chanos how much his china short made him; and hear about the real as well as the opportunity cost of his more than silly wager wonder of wonders, for all the razzle dazzle, if the best trade chanos can come up with is "short china", as compared to this trade Message 26404532 (long bidu, short goog), then chanos is not much of a genius, is he? what does that make people who even give him time of day on macro matters and matters other than enron? maybe chanos went short bidu and china mobile, and long qcom and goog, as maurice would have done had anyone been silly enough to hand him asset to manage, a funny outcome would result finance.yahoo.com^dji+^ixic+^gspc;indicator=volume;charttype=line;crosshair=on;ohlcvalues=0;logscale=on;source=undefined