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

Grant's Interest Rate Observer Winter Break Highlights

Below is Grant's Interest Rate Observer's Winter Break 2012 Highlights. They put together a semi-annual compilation of their best articles throughout the year (one in the summer and one in the winter). Enjoy. Grants Interest Rate Observer

Pershing Square's Presentation on Herbalife (HLF)

Here is Pershing Square's lengthy presentation on why they are shorting Herbalife, to see the actual video presentation go to the website they posted here. Enjoy.

Kyle Bass's Presentation at AmerCatalyst 2012

Below please find the video of Kyle Bass's presentation at the 2012 AmerCatalyst conference. Please click through the following link to watch the video: Video Link Overall its around an our in length but worth watching. Enjoy!

David Tepper on CNBC

David Tepper was on CNBC this morning. In his past appearances he has given some great advice that has resulted in significant alpha via overall market calls or his bullish call on Dean Foods nearly two years ago when it was around $10/share versus a recent $16.75/share. On this appearance he reiterated his advice of not fighting the fed and riding the inflation wave. Generally I agree with him on the fact that people are forgetting that in order for inflation to rear its ugly head we first need asset price inflation which we would see in stocks, etc. Given that the Fed is determined on getting the inflation rate back to its 2.5% - 3% historical standard you have a powerful friend fighting to push up stocks in the background. Enjoy.

Jeff Gundlach / DoubleLine Presentation - To Catch a Thief

On Tuesday Jeff Gundlach and his team at DoubleLine hosted a call giving an update of his view on the market. In the presentation embedded below entitled, "To Catch a Thief" (please note the pun he is making giving his recent brush with thievery). He gives his grim assessment of Japan, US Debt, and the ability of the US Government to deal with the fiscal cliff and debt ceiling. He also touches on how student debt is now larger than outstanding credit card debt and how delinquent student loans continue to rise. Suffice it to say the price of education (especially considering the return) has gotten out of hand. Lots of interesting charts and data. Enjoy. GundlachToCatchATheif

Marc Lasry on Bloomberg

Marc Lasry, the founder and leader of Avenue Capital, was on Bloomberg TV today discussing his recent views on the fiscal cliff. Interesting but in my mind a real deal this year is not feasible. I think they meet with a tentative plan but it will likely be punted into 2013.