Find the best quotes by James Chanos.
While short sellers probably will never be popular on Wall Street, they often are the ones wearing the white hats when it comes to looking…
What we define as a bubble is any kind of debt-fueled asset inflation where the cash flow generated by the asset itself – a rental…
What people don’t realize is that China papered over its last two credit bubbles, those in 1999 and 2004. The banks were never bailed out…
What American people and what the markets want is a fair and level playing-field, where the rules are clearly elucidated, where the referees are competent,…
There’s almost 70 billion in square feet under construction in high rises in commercial, residential and light manufacturing. And we estimate about 30 billion square…
The U.S. healthcare system is probably the most interesting large group of companies that are heading for major problems that we’ve seen in a long,…
The marginal people on the trading desks, there’s no skill set. If they don’t trade derivatives, I don’t know what they can do. The next…
The Macau casinos have a wonderful business, it’s taking in money from Chinese businessmen elsewhere who send it through junky companies to casinos to gamble.…
The Chinese banking system is built on quicksand and that’s the one thing a lot of people don’t realize. Everybody seems to think it is…
The interesting thing about the China story, getting back to the macro and micro, and as dire as I think the macro story is –…
It’s almost sickening now that the regulators ‘on the beat’ while the biggest credit collapse in modern financial history unfolded are now patting themselves on…
In China, remember, the the banks are arms of state policy. They loan because the local party official or regional party official tells them we…
If you’re a short-seller, that’s a cacophony of negative reinforcement. You’re basically told that you’re wrong in every way imaginable every day. It takes a…
I’ll always understand the Schadenfreude aspect to short-selling. I get that no one will always like it. I’m also convinced to the deepest part of…
Healthcare is growing now at about 10 per cent per annum in the U.S. top line, versus 3 per cent for the economy. As someone…
And so it can be very much in the interest of bank A to sell-short bank B shares, or buy CDSes on bank B, because…
People who lose money always need someone to blame.
Bubbles are best identified by credit excesses, not valuation excesses. And there’s no bigger credit excess than in China.
It’s very difficult in the technology space when you have been leapfrogged to prosper again.
The investment we’re all looking for is actually saving labor… Look at what the internet is doing to retail.
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