This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Tuesday, January 8, 2013
DoubleLine and Jeff Gundlach's Presentation on what to expect in 2013
Today Jeff Gundlach of DoubleLine gave a presentation on what he expects to see in 2013. The presentation entilted, "Year of the Snake" is embedded below. There are lots of good charts in the presentation reviewing 2012 as well as giving hints at what they expect going forward. He talks about the pending impact of the debt ceiling and how the recent fiscal cliff decision will impact GDP growth. Overall lots of good data and charts but not a ton of actionable predictions. Although it is clear that Jeff is concerned with Japan, the US fiscal situation, and the strenght of the dollar given the money printing policies.
Enjoy.
gundlach prez 2013
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