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Thursday, January 5, 2012

Jeff Gundlach / DoubleLine Slides

Today Jeff Gundlach of DoubleLine had a conference call giving his outlook on the market and economy. As always it was fairly enjoyable. Most interestingly he said he thinks gold will pull back over the next few months and he is fairly bullish on the dollar. I read that as saying he is bearish on the Euro and their situation. So as the world derisks they will move risk dollars into American securities (debt, equities, etc.).

During the talk he went through a powerpoint presentation that had some pretty interesting slide. This can be seen below. It is worth clicking through if you have a couple minutes to spare.

1-5-12_JEG_Just_Markets - FINAL JEG

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