Professional Documents
Culture Documents
James Chanos
Kynikos Associates
• Infrastructure Boom/Bust
– Owners: Macquarie, Abertis,
etc.
– Contractors: KBR, Shaw
Group, etc.
• Infrastructure Arms Merchants
– Materials: Lafarge,
ArcelorMittal, etc.
– Transport: Shipping, rails, etc.
• Commodities Super-Cycle?
– Food: Bunge, Weir Group.
– Alternative Energy: solar,
wind, etc.