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, March 5, 2013
Jeff Gundlach Presentation - The Big Easy
Jeff Gundlach of DoubleLine Capital gave a presentation today covering his view of the economy and where we are headed. The presentation entitled, "The Big Easy" is a comment of the Fed's QE infinity policy measures. In the webcast he disclosed they are now bullish on treasuries and have increased their allocation there accordingly. Additionally, he made some brief comments on Apple and said while he doesn't have a real position on them he thinks they are probably oversold at this point (this is after nailing it on when to short them back in the fall).
Enjoy.
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