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It's Gundlach.... Jeffrey Gundlach... And His Latest Contrarian Thoughts

Tyler Durden's picture




 

Any billionaire who continues borrowing slides from Zero Hedge, surely knows what he/she (although in this case most certainly he) is talking about (especially one that expects a double digit drop in equities in 2011). This goes double for any billionaire who actually has a James Bond fetish to impart to his investor presentation. Attached are 89 pages of shaken and stirred data, that you wouldn't really find at any other "institutional" asset manager.

 

1-11-11 JEG Webcast - FINAL

 

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Tue, 01/11/2011 - 22:55 | 869067 sgt_doom
sgt_doom's picture

Good presentation, excepting for the James Bond stuff.

Hasn't this guy ever heard of Jason Bourne?  Spiderman?  Iron Man?  Doc Savage at least?

I would have preferred a pix of naked women and the caption "US Treasury still allows naked swaps"  --- now that would have been a great presentation!

Tue, 01/11/2011 - 23:01 | 869087 txapela
txapela's picture

James Bond is caviar, Jason Bourne is a hot dog. Not only is Jason's chick ugly, but it takes him 3 movies to settle a score.

 

Clearly, he is the inferior man.

Tue, 01/11/2011 - 23:11 | 869111 Jasper M
Jasper M's picture

I will not junk in cowardly anonymity. I found Jason's "chick" better than Any bond 'babe', AND he had a much harder row to hoe than Bond, having no giveaway clues. 

Jason Bourne would mop the floor with BJB.

Tue, 01/11/2011 - 23:20 | 869130 jm
jm's picture

Undercover brothuh is the real hero...

http://www.youtube.com/watch?v=L8rr0CxnD18

BTW, perhaps Mr Gundlach should relax that mandate and have some fun with local currency debt.

 

 

Tue, 01/11/2011 - 23:32 | 869158 Gully Foyle
Gully Foyle's picture

jm

Um dude.

Before Undercover Brother there was Passenger 51. Before that was Superfly and Shaft and Dolemite and Sweet Sweetback, who had a badass song. And Jim Kelly.

But fuck dude, Undercover Brother over Black Dynamite, sssshhhhheeeeeiiiiittttt!

 

Wed, 01/12/2011 - 00:54 | 869314 westboundnup
westboundnup's picture

Mad props for the "Passenger 51" reference.  If I had to bet, I'd bet you meant "Passenger 57."  And if there's one thing I learned while betting on roulette . . .

Wed, 01/12/2011 - 10:02 | 869664 snowball777
snowball777's picture

...declare your winnings? (Hi Wesley!)

Wed, 01/12/2011 - 08:31 | 869545 jm
jm's picture

People say he's a bad muthaf...<shut yo mouth!>

Talkin bout Shaft!

We can dig it!

That joint is as old as I am...

http://www.youtube.com/watch?v=rv0T3mkriUw&feature=related

 

Wed, 01/12/2011 - 01:40 | 869364 Dolar in a vortex
Dolar in a vortex's picture

Undah cuvah brutha! FTW!

Tue, 01/11/2011 - 23:29 | 869147 hedgeless_horseman
hedgeless_horseman's picture

 I found Jason's "chick" better than Any bond 'babe'

Sorry.  Eva Green as Vesper Lynd for me: 

http://bestthrillers.com/wp-content/uploads/2010/10/Vesper-Lynd.jpg

http://www.beautyden.com/celebrities/pics/eva-green-naked-dress.jpg

Wed, 01/12/2011 - 00:37 | 869297 Mentaliusanything
Mentaliusanything's picture

Eeewwwh That one needs a Nuclear effort in the Hedge area. Mother of God -wax it woman 

Wed, 01/12/2011 - 01:47 | 869330 TruthInSunshine
TruthInSunshine's picture

Jason Bourne owns James Bond.

Bourne is brass tacks, roll up the sleeves, all about business, steely eyed competence in perpetual motion - who becomes aware that he has been a mere pawn & tool of evil, and he seeks redemption.

Bond is an effeminate, Queen ass-kissing, borderline bi-sexual, dependent on special effects and wonky gadgets, limey cunt.

Wed, 01/12/2011 - 02:10 | 869398 blunderdog
blunderdog's picture

Fucker Bourne doesn't know how to follow orders.

He's worthless.

Wed, 01/12/2011 - 03:04 | 869439 TruthInSunshine
TruthInSunshine's picture

Look at what they make you give.

Wed, 01/12/2011 - 10:06 | 869672 Dr. Kenneth Noi...
Dr. Kenneth Noisewater's picture

"Do you expect me to talk?"

"No, Mr. Bond Trader, I expect you to BUY!!!!!!"

Tue, 01/11/2011 - 22:57 | 869072 westboundnup
westboundnup's picture

11.09.12 Bitchez!

Wed, 01/12/2011 - 01:32 | 869356 pointer
pointer's picture

What will happen then?

Wed, 01/12/2011 - 02:22 | 869418 hambone
hambone's picture

On 2nd thought - edit.

Tue, 01/11/2011 - 22:57 | 869073 unum mountaineer
unum mountaineer's picture

source: zerohedge.com, yes..H.A.M Tyler, H.A.M.

Tue, 01/11/2011 - 22:59 | 869076 CrashisOptimistic
CrashisOptimistic's picture

How can one take such an intended-to-be comprehensive analysis of more or less anything economic seriously when it lacks mention of civilization's alpha asset: oil?

 

 

Tue, 01/11/2011 - 23:17 | 869122 Jasper M
Jasper M's picture

Because it is not, as it turns out, as important as so many simply accept it to be. 

The debt collapse will start within 2 years. Once it starts, those with commodities to sell will sell them with both hands, to gather desperately needed dollars.

By the time that is over, we will be deploying the first of the Hydride pocket reactors. And Pollywells will be just a bit behind that.  

In the short term, oil is only a problem because environmentalist religion has made it so. When times get truly hard, that stumbling block will recede. 

Tue, 01/11/2011 - 23:49 | 869208 Dapper Dan
Dapper Dan's picture

Those without any cash, or the means to earn some (in what will be a very difficult earning environment), will be at the mercy of whatever the world has to throw at them. Most of us are accustomed to far more choice and self-determination than most people have had in human history, and there would be nothing harder to lose. Nothing is as addictive as freedom.

This comment from Stoneleigh has me contemplating my own options Gully.

Wed, 01/12/2011 - 07:07 | 869508 anony
anony's picture

Remember when Clinton got elected by saying that maybe "people have too much freedom'?

That Singapore and Shanghai have the strictest unfreedomlike cities in the world but are the most prosperous?

Most people I know are completely bothered, bewildered, and utterly confused beyond redemption because of their freedom. With the right tone of voice I can tell them what to do and they will do it, thankful to be releived of the awful tyranny of the  'freedom' of having to make their own choices and possibly being wrong.

I take from that, that people have become ever more afraid of risk (not understanding that their being born is a 1 in 300,000,000 shot) than they are of being addicted to being told what to do and when, and for how long.

Think: Robert E. Lee and Grant and the 700,000 dead and another 700,000 injured or crippled in the War between the States.

True freedom lovers, a fraction of a fraction, exist.

Wed, 01/12/2011 - 09:30 | 869614 pan-the-ist
pan-the-ist's picture

It's a blanket. Just a blanket. Now why do guys like you and me know what a duvet is? Is this essential to our survival, in the hunter-gatherer sense of the word? No. What are we then?

Wed, 01/12/2011 - 04:15 | 869461 CrashisOptimistic
CrashisOptimistic's picture

Why are morons allowed to walk the earth?

You fucking idiot.  There are 300 million cars on the roads of the planet.  There are not a lot fewer trucks.  You could not manufacture that many replacement vehicles with your magical new presently non existant power source in five fucking decades, let alone five years.

Who is going to fund production of 300 million of ANYTHING among this glib collapse you have specified to the day.

When was the last time you took a Sunday drive for fun?  Once, maybe twice a year?  There Is No Slack.  There is not much wastage at all.  You restrict oil; you restrict GDP.  Globally.

You go ahead and wave your hands in the air and imagine pocket nuclear reactors, and then you explain how long to get them on the roads.  Who the FUCK is going to underwrite insurance for a vehicle with a nuclear reactor in it?

 

Wed, 01/12/2011 - 06:58 | 869506 anony
anony's picture

" Who the FUCK is going to underwrite insurance for a vehicle with a nuclear reactor in it?'

AIG, of course.  The surrogate for you and me. The FED and Treasury Secy will scare the bejesus out of the world to pay off more AIG execs for utter failure.

Insurance, and Credit is where it's at. If you have children make sure they know this. You and they cannot lose, provided you or they are not a WASP or Catholic or Muslim running an Investment bank, like Merrill Lynch was. Or an unpopular member of the Zionists, like Fuld and Madoff.

Wed, 01/12/2011 - 04:23 | 869465 StychoKiller
StychoKiller's picture

Check out dis guy:

http://en.wikipedia.org/wiki/Hannes_Alfv%C3%A9n

Some interesting plasma physics herein...

Tue, 01/11/2011 - 23:01 | 869086 Orly
Orly's picture

Wow.  Awesome.  Thanks, you guys.

:D

Tue, 01/11/2011 - 23:03 | 869096 Careless Whisper
Careless Whisper's picture

Good presentation, but why did he leave out the part about Pussy Galore?

http://www.tcm.com/mediaroom/index.jsp?cid=240805

 

Tue, 01/11/2011 - 23:17 | 869124 Rusty Shorts
Rusty Shorts's picture

I'll read it in the morning, did they cover Octopussy?

Tue, 01/11/2011 - 23:31 | 869149 rosiescenario
rosiescenario's picture

....I feel something stirring....

Tue, 01/11/2011 - 23:08 | 869105 Cheesy Bastard
Cheesy Bastard's picture

I am shaken, but not stirred.

Tue, 01/11/2011 - 23:43 | 869188 Misean
Misean's picture

I think that's enough, Goldfinger, you've made your point.

Tue, 01/11/2011 - 23:46 | 869197 Monkey Craig
Monkey Craig's picture

I suppose "fetish" is the right term when discussing Gundlach.

 

Joking aside, thanks for posting this. Excellent info. What is Gundlach bullish on other than (allegedly) gold, second hand SEC porn and purple kush?

Tue, 01/11/2011 - 23:51 | 869209 GoinFawr
GoinFawr's picture

mmmmmmmm. Chart porn.

 

Tue, 01/11/2011 - 23:54 | 869218 flaunt
flaunt's picture

Isn't it kind of silly to declare certain parts of the budget discretionary and certain parts mandatory?  It's all "mandatory" because the government is comprised of a bunch of vultures picking the flesh clean from the citizenry.  None of them will give up their goodies and if it's tried there will be hell to pay. 

On the other hand all of it will become impossible to pay if/when the dollar becomes worthless and it doesn't buy much anymore.  I'm sure they'll try though.

Wed, 01/12/2011 - 00:06 | 869244 ebworthen
ebworthen's picture

"Total Unmitigated Disaster" on the default rate charts; yes, well said.

Wonderful charts, they do indeed paint a picture (see above under "unmitigated").

Wed, 01/12/2011 - 00:16 | 869268 spekulatn
spekulatn's picture

Well done today TD and ZH.

Wed, 01/12/2011 - 00:16 | 869269 Dapper Dan
Dapper Dan's picture

Nothing says oligarchy like the chart "Top 0.1% income earners share of total income"

Wed, 01/12/2011 - 00:45 | 869302 dark pools of soros
dark pools of soros's picture

except the next chart that says '12 dudes that own you and your future generations' souls and labor'

Wed, 01/12/2011 - 01:09 | 869326 bob_dabolina
bob_dabolina's picture

:)

Wed, 01/12/2011 - 01:07 | 869329 Common_Cents22
Common_Cents22's picture

Is he gonna run out in front of the herd and jump out of the way at the last minute?   It's a running of the bulls, watch out!

Wed, 01/12/2011 - 01:40 | 869363 Raynja
Wed, 01/12/2011 - 01:42 | 869367 blunderdog
blunderdog's picture

Life's awesome where I am.  A roof, heat, and enough to eat.  It's all upwards from here.

Excelsior, bitchez!

Wed, 01/12/2011 - 01:42 | 869368 Richard Head
Richard Head's picture

I'm a big fan of Gundlach's work (and his porn collection), but I don't think he's a billionaire.  He was paid $140 mm over what were probably his peak 4 years at his prior firm.

Wed, 01/12/2011 - 01:49 | 869373 greenewave
greenewave's picture

This is INSANE!!! The U.S. is BROKE, ROME IS BURNING and the PEOPLE are completely deluded to the ARMAGEDDON on the horizon!!!

Watch the video “THE AMERICAN DELUSION – THIS IS INSANE!!” at (http://www.youtube.com/watch?v=-lVTo6XmhOk).

Anonymous-

The problem is that there really ISN'T a crisis in America due to the anesthetics of Ben Bernanke. People who don't have jobs are "earning" and income for 99 weeks, and then they get food stamps after that. People won't wake up until the carpet gets pulled from under them and a McDonalds? burger sells for $250!

Wed, 01/12/2011 - 01:56 | 869382 props2009
props2009's picture

India reports sharp slow down as growth slows to 2.7%

http://dawnwires.com/business/india-industrial-growth-comes-to-halt-iip-...

Wed, 01/12/2011 - 02:04 | 869391 TruthInSunshine
TruthInSunshine's picture

Wow. That's destined for 'Frontrunning' tommorrow morning on ZH, and for a complete analysis.

What does this portend for BRIC - you know, that fabled entity much beloved by CNBsC - that will propel global growth for the next millenia?

Wed, 01/12/2011 - 08:03 | 869525 Oh regional Indian
Oh regional Indian's picture

Truth, BRIC was an acronym developed by Golemansucks. To Include India and Russia and maybe Brazil seemed foolish then, seems foolish now.

I can speak for India for sure and it was dead when it began. 

Imagine someone smashing a really square peg into a really round hole, with a 1000 pound hammer, day in and day out, year after year. That is what Industrialized India looks like. Pure mis-fit.

It deserves more than Front Running space. It is taking cognizance of the fact that the globalization and globalized growth story is pure Ponzi Prattle.

Merely a re-distribution of money, to splurge on armament etc. before the hostilities, which are baked/written in to launch soon, begin.

ORI

http://aadivaahan.wordpress.com/2010/06/14/70/

Wed, 01/12/2011 - 01:59 | 869385 huckman
huckman's picture

I look forward to the Gundlach webcast.  Bravo Jeffrey.  Your work is most appreciated. 

Wed, 01/12/2011 - 02:27 | 869427 Mr Lennon Hendrix
Mr Lennon Hendrix's picture

Dau Jonas set for Stargate/ aim, enter code:  1800. 

G-11

Wed, 01/12/2011 - 04:39 | 869473 gloomboomdoom
gloomboomdoom's picture

Bernanke is going to destroy the entire world with QE...

He must immediately stop before he wipes out billions worldwide in a MASSSIVE FAMINE.

Ben did not save us from Great Depression 2.0... It's still coming! Within months!

ZH posters want this thing to collapse...I know it... Keep tapping that foot! It will come within the next 20 years... I PROMISE... THE BIG EVENT YOU ALL HAVE BEEN WAITING FOR!

http://www.youtube.com/watch?v=1G59mBaJPfA

 

 

Wed, 01/12/2011 - 11:15 | 869871 CynicLaureate
Wed, 01/12/2011 - 05:18 | 869481 David99
David99's picture

UK & USA are 100% bankrupt. FED's POMO's jacking up copper, gold, silver, oil etc. and miners bubble at its top. China not happy with rising miners and going to raise interest rates & tightening. Hu is going to talk with Obama about this daily manipulation. FED is a criminal institution and should be abolished asap.

Wed, 01/12/2011 - 05:28 | 869487 Yen Cross
Yen Cross's picture

  Nice work Money Penny!

Wed, 01/12/2011 - 06:51 | 869505 anony
anony's picture

More importantly tell that woman in the black hat that she looks like a Zorro wannabe and it ain't happenin'.

Any one on the distaff side who wants to manage my money better wear white.

Or Ecru.

Wed, 01/12/2011 - 07:12 | 869509 Cash_is_Trash
Cash_is_Trash's picture

The name's Monetization, Debt Monetization... and this is my brother Hyperinflation.

Wed, 01/12/2011 - 09:24 | 869606 firstdivision
firstdivision's picture

89 pages and not one review of "Gang Bang My Face".

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