Jeff Gundlach was on CNBC today. He talks about how he thinks 10 year treasury has peaked and how he thinks it will drop in yield from here. He goes on to say that China is at multi-year lows and he thinks its interesting at this point. He also thinks Apple is nearing the point of overvaluation due to the oversaturation of interest. He thinks its a good pair trade with buying Spanish stocks or LNG and shorting Apple.
Part 1:
Part 2:
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