This page has been archived and commenting is disabled.

Jeff Gundlach: "Now What?"

Tyler Durden's picture





 

DoubleLine's Jeff Gundlach has released his latest presentation on the economy and the markets, titled, cryptically enough, "Now What?" Zero Hedge readers can access it below. For those who wish to hear Gundlach cover the key topics live, can do so in real time here (registration required) as he is currently holding a Q&A on the key topics presented.

 

Now What

 


- advertisements -

Comment viewing options

Select your preferred way to display the comments and click "Save settings" to activate your changes.
Tue, 07/12/2011 - 16:56 | Link to Comment Corn1945
Corn1945's picture

Is that how he gets the yield so high? By investing in mortgage backed securities?

No thanks!

Tue, 07/12/2011 - 17:29 | Link to Comment There is No Spoon
There is No Spoon's picture

right, looking at the holdings it seems like they're depending on continued government intervention i.e. that the fed won't shrink its balance sheet anytime soon. As long as Bernanke's around, that's not a terrible short term bet, but if it goes bad these funds will expire.

Tue, 07/12/2011 - 18:11 | Link to Comment Luke 21
Luke 21's picture

all mortgages are not bad. he managed to make alot of money in mortgages all through 2007, 2008, and 2009.

Tue, 07/12/2011 - 18:17 | Link to Comment Luke 21
Luke 21's picture

the yield is so high because they do research and do not rely on rating agencies. the fund is safe.

Tue, 07/12/2011 - 19:58 | Link to Comment Hard1
Hard1's picture

Yo! Tyler, I cannot access the document, I only get the apple-ish looking round thing forever...tried in 2 different browsers

Wed, 07/13/2011 - 09:55 | Link to Comment just_looking
just_looking's picture

It's not tyler, it's you.

Tue, 07/12/2011 - 17:07 | Link to Comment Franken_Stein
Franken_Stein's picture

 

Wow !

It's only the 5438th guy telling us how bad the economy is and what a farce equity markets are.

Oh thanks, but we knew already.

 

Tue, 07/12/2011 - 18:53 | Link to Comment Hard1
Hard1's picture

Well, if you did not want to read about that you are in the wrong media.  You can watch Fox News and everything is working fine in the economy over there.  Or if you did want to hear about a diferent topic, there is always scientifc american, youporn, gay life, national geographic or whatever your preference is.

Tue, 07/12/2011 - 17:15 | Link to Comment Franken_Stein
Franken_Stein's picture

 

Here's what is much more important:

 

In 1895, Dr. Hans Goldschmidt discovered and patented that:

 

Fe2O3 + 2 Al --> 2 Fe + Al2O3   @ 2277°C

 

Tue, 07/12/2011 - 17:23 | Link to Comment Franken_Stein
Franken_Stein's picture

 

Compared to that, Alien blood is nothing !

 

Tue, 07/12/2011 - 18:56 | Link to Comment Hard1
Hard1's picture

Hmmmm....let me see... you tell us in the prior post that the economy being bad is old news and that we should care about a patent for welding material that expired over a century ago!!! wow, now you really got me!

Wed, 07/13/2011 - 01:37 | Link to Comment New World Chaos
New World Chaos's picture

That's thermite, which creates white-hot iron slag.  You could use it as a welding material but he's probably thinking of more creative uses like sabotaging heavy machinery or melting the support struts in the World Trade Center.  You would get the alien-blood effect if you could land a large amount on top of a building.

Tue, 07/12/2011 - 17:14 | Link to Comment Hannibal
Hannibal's picture

Now what? So what!

Tue, 07/12/2011 - 17:24 | Link to Comment kito
kito's picture

monsanto scum rep gets beaten up by farmers...too bad it wasnt the ceo

http://www.salem-news.com/articles/july122011/india-monsanto-beaten-tk.php

Tue, 07/12/2011 - 17:55 | Link to Comment duo
duo's picture

about time

Tue, 07/12/2011 - 18:14 | Link to Comment PaperBugsBurn
PaperBugsBurn's picture

Monsanto is a bankster tool for depopulation.

The CEOs will be next after after the dollar regime collapse.

Tue, 07/12/2011 - 23:20 | Link to Comment rocker
rocker's picture

You da man, I can't believe the shit head analyst who pump this piece of shit company.

The farmer should have bailed him up and fed him to the pigs. My Bad. The pigs deserve better. Eh.

Tue, 07/12/2011 - 17:28 | Link to Comment spartan117
spartan117's picture

Why is a fixed income guy giving so much air time to gold and silver?  They don't earn any interest and only cost $5 to dig out of TCW's backyard.

Tue, 07/12/2011 - 17:41 | Link to Comment Reese Bobby
Reese Bobby's picture

"Now what?"

Um, RMBS and dildos I guess...

Tue, 07/12/2011 - 18:03 | Link to Comment SwingForce
SwingForce's picture

Hey, may I refer you to Dylan Ratigan's "What I Read"? 

He doesn't read any shit that doesn't affect the markets, including this BS.

After he reads it, if it doesn't pertain, he UNREADS it. Superhuman.

Tue, 07/12/2011 - 21:52 | Link to Comment Reese Bobby
Reese Bobby's picture

Brilliant...he UNREADS it.  Superhuman indeed...

"The bottom line on Ram Dass is the realization that there is no personal identity. I'm an anchor, I'm a journalist, I'm a father, I'm a brother. But the only thing that's important is infinite potential. Every human being's identity is your potential. Right now I'm an anchorman in New York who's a dude. But I'll still be Dylan Ratigan. So who are you?"

Tue, 07/12/2011 - 18:09 | Link to Comment mynhair
mynhair's picture

Hell, I was expecting a plug for a red ink manufacturer.

Tue, 07/12/2011 - 19:59 | Link to Comment CHARLIE.DONT.SERF
CHARLIE.DONT.SERF's picture

*meh*

Things aren't so bad.

At least I've got chicken.

Tue, 07/12/2011 - 21:54 | Link to Comment Blackfriday
Blackfriday's picture

Why do I think that reference is might not be recognized for how awesome it is.

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

 

Tue, 07/12/2011 - 19:59 | Link to Comment lolmaster
lolmaster's picture

Eagerly awaiting his follow up "How to Lose >70% in Your Hedge Fund in One Year, Then Start a Mutual Fund to Get in on the Sweet 401k Gravy Train, While Maintaining the Laughable Illusion That You Are a Market Expert and Not Just a Guy Who Buys Junk With Massive Leverage."

Tue, 07/12/2011 - 20:04 | Link to Comment lolmaster
lolmaster's picture

Subtitle: "Because Anyone Who Lost ~$7 Billion Must Have Been Smart Enough to Get $7 Billion, Right? (See JWM, Amaranth, BSC, LEH, AIGFP.) Um, Yeah."

Do NOT follow this link or you will be banned from the site!