#gundlach 0 online
Members of #gundlach
Moderators
Members
click to invite
@Goldfinger Webcast title "Byrds" #Gundlach
0
from #index,
click to invite
@Goldfinger The Most Synchronized Economic Upturn in years: http://cdn.ceo.ca/1cbu98e-Econ_Upturn.png+ #Gundlach
0
from #index,
click to invite
@Goldfinger #Gundlach expects a move down to 2.25% area on the 10-year Treasury yield before a move up to 3%+ $bonds
0
from #index,
click to invite
@Goldfinger "A short position on the German 10-year is a heck of a lot smarter than a long position." http://cdn.ceo.ca/1cbu9j6-German_CPI.png+ #Gundlach
0
from #index,
click to invite
@Goldfinger Global inflation surprise index soaring: http://cdn.ceo.ca/1cbu9kp-Inflation_Surprise_Index.png+ #Gundlach
0
from #index,
click to invite
@Goldfinger "Another move up in interest rates globally later in the year." #Gundlach
0
from #index,
click to invite
@Goldfinger #Gundlach talking about the band "The Byrds".....he's evidently a huge fan.
0
from #index,
click to invite
@Goldfinger Small business optimism has jumped sharply since U.S. election. #Gundlach
0
from #index,
click to invite
@Goldfinger GDP has dropped off in recent weeks, looks like first quarter of 2017 will be weak: http://cdn.ceo.ca/1cbua45-GDP.png+ First quarter of the year has a history of being weak. #Gundlach
0
from #index,
click to invite
@Goldfinger This year is different with GDP forecasts actually increasing as the year has gone on, typically forecasts fall as we move deeper into the year: http://cdn.ceo.ca/1cbua7q-GDP_Forecasts.png+ #Gundlach
0
from #index,
click to invite
@Goldfinger @anonymous #Gundlach is one of the most successful bond fund managers in history.
2
from #index,
click to invite
@Goldfinger He's also running an equity fund now. #Gundlach
0
from #index,
click to invite
@Goldfinger "Reflation" meme is picking up: http://cdn.ceo.ca/1cbuan3-Reflation.png+ #Gundlach
1
from #index,
click to invite
@Goldfinger U.S. price stats are soaring: http://cdn.ceo.ca/1cbuaoj-Price_stats.png+ #Gundlach
0
from #index,
click to invite
@Goldfinger "Bond market showing a remarkable faith in the $Fed to retain a 2% inflation rate." #Gundlach
0
from #index,
click to invite
@Goldfinger "The markets are always talking to us and it's up to us to figure out what they're trying to say and put it all together." #Gundlach
0
from #index,
click to invite
@Goldfinger "We're not positive on the US dollar." #Gundlach
1
from #index,
click to invite
@Goldfinger "We prefer emerging market and Asian equities over Europe/US equities." #Gundlach
0
from #index,
click to invite
@Goldfinger "$Gold is a permanent portfolio position for us. The next major move in gold will be higher." #Gundlach
7
from #index,
click to invite
@Goldfinger #Gundlach: "US stocks are not cheap at all, we are close to 1929 valuation levels." http://cdn.ceo.ca/1cbubgj-Stock_Valuations.png+
1
from #index,
click to invite
@Goldfinger We've pushed to a new high in margin debt. #Gundlach
1
from #index,
click to invite
@Goldfinger "If a market can't rally against a huge short position, then maybe that short position gets worked off by a sideways movement." #Gundlach #bonds http://cdn.ceo.ca/1cbubn5-Treasury_shorts.png+
0
from #index,
click to invite
@Goldfinger "Valuations are not attractive in junk bonds right now. We could see some technical selling in junk bonds after the next $Fed rate rise. There isn't room for OAS spread to tighten much from here." #Gundlach
0
from #index,
click to invite
@Goldfinger "Risk is quite high here in corporate bonds, we are at the longest duration ever for the Barclays U.S. Aggregate Bond Index." #Gundlach
0
from #index,
click to invite
@Goldfinger Doubleline Total Return Fund Composition: http://cdn.ceo.ca/1cbuc4m-Total_Return_Fund.png+ #Gundlach
0
from #index,
click to invite
@Goldfinger #Gundlach taking questions now
0
from #index,
click to invite
@Goldfinger Interesting the total return fund currently holds 7% cash. Harder to find assets at attractive valuations. #Gundlach
1
from #index,
click to invite
@Goldfinger "It's not appropriate to talk about a steepening yield curve, we are more believing a flattening yield curve will come." #Gundlach
0
from #index,
click to invite
@Goldfinger #Gundlach owns a ton of his Total Return Fund (DBLTX) and he has never sold any of it.
0
from #index,
click to invite
@Goldfinger "When it comes to European bonds I wouldn't touch them with a 10,000 foot pole." #Gundlach
1
from #index,
click to invite
@Goldfinger "I think there will be a bigger tradable rally in bonds in the near term." #Gundlach
2
from #index,
click to invite
@Goldfinger "10% of your portfolio should be in emerging market stocks here." #Gundlach
2
from #index,
click to invite
@Goldfinger #Gundlach sees the 10-year Treasury yield rising to 6% within a few years (5 years). $bonds
1
from #index,
click to invite
@Goldfinger #Gundlach presentation complete.
1
from #index,
click to invite
@Goldfinger #Gundlach hinted in a not so subtle way that he thinks there's a lot of dumb money in high-yield corporates here. Risk clearly to the downside.
0
from #index,
click to invite
@Goldfinger To summarize: US/European equities risky here with valuations near 1929 levels, high-yield corporate debt is risky (poor reward relative to risk proposition), see yield curve flattening (not steepening), bullish $gold and gold is a permanent portfolio position. #Gundlach
2
from #index,
click to invite
@stateside Thanks @Goldfinger I always find #Gundlach interesting.
3
from #index,
click to invite
@Goldfinger Treasury yields soaring this morning, 10-year closing in on 2.60%. #Gundlach was adamant we would get a dip down to the 2.25% area in the 10-year during 1H 2017
0
from #index,
click to invite
@flippy @Goldfinger Bond King Bill Gross has indicated that 2.6% on the Ten-Year Treasury will end the bull market in bonds
0
click to invite
@Goldfinger #Gundlach was very clear in his presentation yesterday that he doesn't see the US dollar making higher highs, seemed to believe we were in for a broad trading range but $103 on USD Index was a ceiling for now. $gold
1
from #index,
click to invite
@Goldfinger If #Gundlach sticks to his guns and what he said Tuesday after the close he will be getting longer duration here in anticipation of an intermediate term rally in USTs. $bonds $gold
0
from #index,
click to invite
@lukejackson #Gundlach on the #Copper / $Gold ratio correlating with the US 10 year yeild http://cdn.ceo.ca/1cesoif-IMG_1920.JPG+
0
from #index,
click to invite
@Goldfinger U.S. 10-year Treasury yield since just before the March rate hike, nothing but down: http://cdn.ceo.ca/1cf236l-10-year_yield_4-hour.png+ #Gundlach was calling for a dip down to 2.25% area in the 10-year before a larger rally in yields up to 3% area. Given recent economic data and market action that big move higher in yields looks to be very much in question. $bonds $gold
2
from #index,
click to invite
@Goldfinger "So far the Nasdaq has been more right about the economy than the 10-year." ~ #Gundlach
1
from #index,
click to invite
@Goldfinger "If the 10-year goes above 3.00% you're going to have a problem." ~ #Gundlach
2
from #index,
click to invite
@Goldfinger "The US dollar is not going up. The dollar has not gone up over the last 18 months. After being a huge dollar bull from 80 to over 100 on the US dollar index I went neutral, to slightly bearish, on the dollar." ~ #Gundlach
2
from #index,
click to invite
@Goldfinger "The Chinese equity market is so manipulated, and so volatile. If you made me make a bet on the Chinese market I would be bearish." ~ #Gundlach $China
0
from #index,
click to invite
@Goldfinger "Stay with $India, the big run is going on over the next 25 years. Don't day trade India." ~ #Gundlach
2
from #index,
click to invite
@Goldfinger "The 100-year Treasury Bond means that the U.S. can get itself further into the morass of debt." ~ #Gundlach
5
from #index,
click to invite
@Goldfinger "It's not a time to give up on $gold" ~ #Gundlach
5
from #index,