In New Letter Kyle Bass Warns On China “The Inmate is Now Running the Asylum”

Jacob Wolinsky

Published onApril 25, 2019

Updated on April 25, 2019

Kyle Bass wrote his first letter to investors in several years. The topic of the discussion is of the economic danger in China and specifically Hong Kong. ValueWalk has just obtained a copy so stay tuned for more coverage soon.

Below is a brief excerpt from the intro

The Quiet Panic in Hong Kong
All,
For the better part of the last 36 years, since Hong Kong pegged its currency to the USD and ceded monetary policy to the Fed, Hong Kong has been a financial and political oasis for investment into mainland China and Southeast Asia. Today, newly emergent economic and political risks threaten Hong Kong’s decades of stability. These risks are so large that they merit immediate attention on both fronts.

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Jacob Wolinsky

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid

In New Letter Kyle Bass Warns On China “The Inmate is Now Running the Asylum”

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