One day after Jeff Gundlach delivered his Ira Sohn presentation, in which as we posted yesterday he pitched a SPY vs EEM pair trade, he was busy interacting on twitter with his brand new 10+ thousand followers, and also learning how to upload his profile picture as the following series of tweets reveals.
Lots of fake news on Sohn, missing the pair trade. E.g: " Gundlach— Jeffrey Gundlach (@TruthGundlach) May 9, 2017
offered a bearish call on US stocks". FALSE! Were they even there?!?
To Crise (who?!) at BBerg: uh, WRONG! DoubleLine has a multi-billion $ equity fund crushing SPX and peers. No wonder no one listens to you!— Jeffrey Gundlach (@TruthGundlach) May 9, 2017
Bloomberg fake news on my Sohn presentation:— Jeffrey Gundlach (@TruthGundlach) May 9, 2017
"Gundlach just painted an ugly picture for US stocks". FALSE! Try listening, Bloomberg News!!
Lots of math incompetence in reporter land. Last year's Sohn rec up 40.7% but misreported by many outlets. Learn to fact check, people!— Jeffrey Gundlach (@TruthGundlach) May 9, 2017
In the meantime, we have received reader requests to post Gundlach's full presentation from the Sohn conference due to some conflicting reports of what exactly he said. So, without further ado, here - in addition to our report on what he did say - is Gundlach's 31 page presentation.