The China connection that Kyle Bass claims to have has given him a piece of information that he thinks will change the way people will invest. China is having a hard time, but they are not giving up all the information they have on how they will fix the problem. Their problem is very hard to manage because it is something that a lot of countries have dealt with before. Kyle Bass says that they will do the same thing that was done when the financial crisis his the United States, but there is no way to prove that he is right.
The information that Mr. Bass has is not actionable on its own, but he believes that he can convince people to make investments that will bet against China. Betting against China could backfire because the country could make changes that improve the economy faster. They could improve because they changed course after Kyle Bass announced this new piece of information, and he could invest on this without putting much money at risk. He is going to convince people to make a bad investment, and that will cause major issues that people cannot recover from.
The next thing that people have to realize is that investing in China is too complex to use just one piece of information for investment. The country will do all that it can to make itself stronger, and the investors from America who listen to Kyle Bass could lose all their money when China recovers. They have been very good at taking care of their economy, and it is critical that a person who likes to invest knows more than just one piece of information. Useful Stooges original reported that Kyle Bass is not operating with all the information, but he is trying to convince people that he is doing all this correctly.