DoubleLine's Gundlach Shorts JPY And Prefers Gold To Stocks - Full SlideShow

Tyler Durden's picture


Jeff Gundlach presents his latest thoughts in the following 75-slide presentation and webcast. Briefly summing it up, he expects considerably more volatility to re-appear in Europe, thinks JPY is a short (and NKY a buy) and Japan is to be closely watched, prefers Gold to stocks as a vehicle to play more quantitative easing, and is anxious of the fiscal cliff - noting that the problem was created from years of budget deficits. Some notable quotes include: "A lot of that GDP is phony"; "Japan is really out of policy tools"; "Many countries can be net debtors if central banks are monetizing debt."

Live webcast link here.


Two of his favorite charts for the year (somewhat sadly) are:


Student debt, which is exploding, is a real problem...



And the mega chart-pack is here:

12-11-12 To Catch A Thief webcast Slides - FINAL -

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Tue, 12/11/2012 - 18:13 | 3053372 HedgeAccordingly
HedgeAccordingly's picture

larry fink is bullish - Larry Fink: and kass just got short..... | 

Tue, 12/11/2012 - 19:53 | 3053707 NotApplicable
NotApplicable's picture

So, is he talking about gold gold, or paper gold?

Wed, 12/12/2012 - 02:38 | 3054905 Who is John Galt
Who is John Galt's picture

Long Dildos and Vaseline!

Tue, 12/11/2012 - 19:01 | 3053506 Daily Bail
Daily Bail's picture

When times get tough, we go to the Fed.

WATCH: JPMorgan's Disgusting Thanksgiving Commerical
Tue, 12/11/2012 - 19:06 | 3053517 fonzannoon
fonzannoon's picture

Hey Daily Bail you should pull the tape from last night's Jon Stewart show and see the explanation he gave his liberal army audience as to what the debt ceiling was. It was in the first segment.

Tue, 12/11/2012 - 22:07 | 3054309 Papasmurf
Papasmurf's picture

Are they really that clueless?

Tue, 12/11/2012 - 19:07 | 3053523 whotookmyalias
whotookmyalias's picture

I'm shocked by these conclusions but would not have had the patience to sit through 75 slides.

Tue, 12/11/2012 - 19:29 | 3053604 MeelionDollerBogus
MeelionDollerBogus's picture

That's funny. Reference a zerohedge slide for gold price then ensure in DRM you can't copy the URL back out. Meh. Not like I can't type & use google image search.

Tue, 12/11/2012 - 19:34 | 3053635 MeelionDollerBogus
MeelionDollerBogus's picture

OH ya...


Tue, 12/11/2012 - 20:42 | 3053868 knukles
knukles's picture

Dildos.  He prefers dildos to gold to stocks.
Gotta keep shit in perspective....

(Oh the humanity of the ego....)

Tue, 12/11/2012 - 22:59 | 3054483 Diogenes
Diogenes's picture

So, it looks like the real estate recovery is starting while the student loan bubble is bursting.

Wed, 12/12/2012 - 00:26 | 3054717 Tirpitz
Tirpitz's picture

A few days ago we learned right here:

*** The net short-yen position is the largest in five years.  The gross short position is at levels seen only few times in the last two decades.

So chances are one of us is on the wrong side of this very crowded trade...

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