Chip Mason: Let's not declare victory yet.

Chip Mason on the credit crunch, the Fed and acquisitions:

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Chip Mason on regulation, commodity prices and the US economy:
From the stock market standpoint I certainly hope so (there is a bubble in commodities prices forming)
I assume that the cost of a barrel of oil is still at $40. The price (of oil) has gotten to a point where they are creating economic imbalances, they are causing the poor countries to suffer a lot, they are causing major economies to go through big shifts.
I suspect the US economy in a recession, ....it looks to be more on the shallow side......but its gonna be a longer pullout than people are gonna want.

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Long/Short
USD, probably bottomed
BX, no opinion
oil, assume near the top
US universities, yes
India, great potential
Citi, work through it
Print news, I assume they find pricing
US house prices, ought to go back to where they were 2.5 years ago
Barrack Obama, presidency I don't know, damaged from his pastor
Bill Miller, work through it


video: Chip Mason on the credit crunch, the Fed and acquisitions
http://www.ft.com/cms/8a38c684-2a26-11dc-9208-000b5df10621.html?_i_referralObject=742130871&fromSearch=n

video: Chip Mason on regulation, commodity prices and the US economy
http://www.ft.com/cms/8a38c684-2a26-11dc-9208-000b5df10621.html?_i_referralObject=742104131&fromSearch=n