Gundlach's Chart-Porn And Buy China, Sell US

Tyler Durden's picture

Double-Line's Jeff Gundlach presented 66 pages of chart-pr0n covering everything from Government Spending to Consumer Spending; from eating-out costs to food inflation; from future economic growth slowdown indicators to housing recovery hopes and reality; and from foreign stocks to Treasuries, MBS, and metals. Between a lack of surprise if 10Y rates were 100bps higher by year-end; and his call to 'sell the S&P 500 against a long in the Shanghai Composite', there's a little here for everyone (and his funds are killing it).

What a difference 38 years makes...

 

and the US-China divide...

 

Full presentation below...

Gundlach Mirror Mirror