Macro Economics

Stan Druckenmiller is Bearish On the Markets

September 11, 2013

Stan Druckenmiller gave a rare interview today where he discussed entitlements, the new Fed Chairman and his overall investing strategy. If you want to skip the entitlement issue fast forward to the 15 minute mark of the video below. It seems that Druckenmiller is cautious about the overall investing environment. He said he has “the […]

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Investing After a Crash

June 29, 2013

One of the oft repeated tenets of investing is to buy assets at a significant discount. Most investors cite the old Rothschild adage to “buy when there is blood in the streets.”  Other successful investors have found that if you buy real assets that are down 80% or more there is a high probability of […]

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Kyle Bass Presentation

March 12, 2013

Nobody is more eloquent talking about the debt problems than Kyle Bass. Here is a presentation entitled: Myron Scholes Global Markets Forum: The Coming Crisis in Japan – Kyle Bass     

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Kyle Bass on the Japanese Debt Bomb

January 18, 2013

Kyle Bass of  Hayman Capital thinks that the end game is near for the Japanese “debt bomb.”  

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Felix Zulauf’s Outlook for 2013

January 11, 2013

Felix Zulauf gave an interview where he discussed his bullishness for China and Japan. First of all Zulauf, like Marc Faber is bullish on Chinese equities. However, it should be noted that Zulauf appears to be looking at this as a trade rather than a long term investment. “The real level of growth in China […]

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Charles Nenner Predictions for 2013

January 5, 2013

Charles Nenner was interviewed by Financial Sense today where he gave his outlook for the first part of 2013. Nenner says that stocks should remain in an up cycle into mid-February. Nenner is unsure whether the cycle top in February 2013 is a long term cycle high or a short term cycle high. Previously, Nenner […]

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John Paulson’s Hedge Fund Has a Miserable 2012

December 5, 2012

John Paulson has had another rough year in 2012 as bad bets in Europe have taken their toll. Here are the returns  in Paulson’s main funds through the end of October. Paulson’s Advantage Plus fund – down 17% (fund was also down 51% in 2011) Paulson Credit Opportunities – up 6% this year Paulson, speaking […]

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Kyle Bass Expects a Popular Revolt in Europe

November 19, 2012

Kyle Bass expects that Germany will leave the Euro in the “next 3-4 years.”

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Interview With Marc Faber

November 6, 2012

Here is an interview with Marc Faber and Peter Schiff:   Faber sees a 20% correction on the horizon for the Dow Jones.

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Marc Faber 2012

November 1, 2012

Marc Faber was interviewed at the Barrons Art of Investing Conference last week. Faber, like Felix Zulauf is bullish on Japanese equities and he also thinks that Chinese shares can bounce.  ”The Chinese can postpone a more serious recession by easing, but it won’t solve the problem. The Chinese stock market could outperform for a […]

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