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Friday, June 28, 2013

DoubleLine's Jeff Gundlach presentation on "What in the World is Going On"

Yesterday Jeff Gundlach hosted a conference call sharing his views on the world and the market.  Below are the slides from the presentation.  Basically he feels that the liquidation cycle appears to have run its course with emerging markets, market bonds, US junk bonds, munis, and MBA.  He does not think that July will be a repeat of May/June on the rate market.  Enjoy.

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