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Jeff Gundlach's "What Hath QE Wrought" Webcast

Tyler Durden's picture




 

It's that time in the quarter, when Jeff Gundlach takes the mic to walk everyone though his latest thoughts on the market, as well as the most recent capital allocation of his fund, DoubleLine, which like PIMCO, had a less than memorable 2013, although 2014 is certainly starting off on a far better foot for bond funds everywhere. Also who knows: with MBS guru, "convexity maven" Harley Bassman announcing today he is leaving Credit Suisse and joining Pimco, maybe Gundlach will shock everyone with an announcement that El-Erian is moving from Newport Beach and making Doubleline, and West LA, his new home?

Some highlights:

  • GUNDLACH SAYS NO SUPPLY PRESSURE FROM GOVT.S SELLING BONDS
  • GUNDLACH SAYS INTEREST RATES WILL RISE SLOWLY, THEN QUICKLY
  • GUNDLACH SAYS COPPER CRASHING; GREAT MOMENTUM ON DOWNSIDE
  • GUNDLACH SAYS COPPER CRASHING BECAUSE OF SLOWDOWN IN CHINA
  • GUNDLACH SAY TAPERING OF QE WON'T END IN 2014 ON VOLATILITY
 

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Tue, 03/11/2014 - 16:34 | 4535645 101 years and c...
101 years and counting's picture

lol.  tyler called this a "market".  ooops.

Tue, 03/11/2014 - 16:46 | 4535681 Babaloo
Babaloo's picture

Used to be you didn't have to register to see Gundlach's slides. 

I've been reading Bassman for years.  He is one serioiusly smart mofo.

Tue, 03/11/2014 - 17:21 | 4535781 Kirk2NCC1701
Kirk2NCC1701's picture

Copper crashing?  Moral:  Just BTFD! 

Cause you know that every Crash is manipulated, as is every Bubble. 

All you gotta do is to get your surfboard ready, know when to Ride, Glide, and Slide Off.  Wax on, wax off.

Tue, 03/11/2014 - 17:57 | 4535893 Flakmeister
Flakmeister's picture

QE sounds a lot less benign than "Monetizing the Debt in semi-sterile fashion"....

Tue, 03/11/2014 - 19:30 | 4536223 auntiesocial
auntiesocial's picture

Grand Ave? you know what I love about downtown L.A.? all of the homeless freaks comingling with the white shirts.... LOL> 

Tue, 03/11/2014 - 21:41 | 4536745 RaceToTheBottom
RaceToTheBottom's picture

Ukraine will Untapper the Tapper. 

Yellen will use the opportunity to Yell about the Untapper

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