felix zulauf

Felix Zulauf’s Updated View For 2013

February 25, 2013

Felix Zulauf gave a rare interview with Eric King last week. Zulauf thinks that the market can continue to rally for another few months but he sees big problems in the second half of 2013. He remains bullish on gold even though he thinks that the price could sag to under $1500.  

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Felix Zulauf’s Portfolio

January 19, 2013

Felix Zulauf revealed his top picks for 2013 during the Barrons Roundtable. Zulauf’s first pick is to short the Japanese yen due to the debt crisis that others like Kyle Bass have noted.   “The dollar/yen trade could have a mild correction, dropping back to the €86 area. I would buy on that correction. Professional [...]

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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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Felix Zulauf 2012 Views

October 31, 2012

Felix Zulauf was interviewed by Barrons last week. Every fall Barrons invites a lot of the Roundtable members to share their views for the remainder of the year. As I’ve mentioned previously, Zulauf, Marc Faber and Fred Hickey are worth paying attention to. It appears as though Zulauf has softened his stance in the last [...]

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Felix Zulauf’s View on 2012 and Beyond

September 19, 2012

Felix Zulauf is one of the top macroeconomic thinkers in the world. The Swiss money manager has expressed his views in Barrons where he has outperformed all of his peers. Zulauf rarely gives interviews but he kindly shared his thoughts with King World News and the Financial Sense (paid). I’ll attempt to summarize some of [...]

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Felix Zulauf Rings the Alarm Bell

June 14, 2012

Felix Zulauf was recently interviewed for the Barron’s Roundtable. His outlook for Europe and China was frightening. I’ve previously noted that Zulauf is the top forecaster of the Barron’s roundtable (with honorable mention to Fred Hickey and Marc Faber). Many investors are focused on reasonable P/E issues without having an understanding of the macro issues. [...]

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Felix Zulauf and the Money Printing End Game

February 10, 2012

Felix Zulauf was interviewed by the Financial Sense and it appears that he continues to see storm clouds brewing for the second quarter. First of all, Zulauf commented that the LTRO facility with the next payment scheduled for Feb 29, 2012 was another example of “kicking the can down the road.”  The fear of systemic [...]

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Felix Zulauf’s Stock Picks For 2012

January 24, 2012

Felix Zulauf gave his stock picks at the Barron’s roundtable. Zulauf was the most bearish I have seen him in the last decade. Given that he is one of the best macro forecasters in the world, I would definitely take note. As we’ve previously mentioned, his track record at the Barron’s Roundtable is vastly superior [...]

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Felix Zulauf Remains Defensive

December 12, 2011

Hedge fund consultant Felix Zulauf was recently interviewed by Eric King. Among the highlights of the interview: Zulauf expects at least 1, maybe 3 countries will leave the Euro in 2012 There is a possibility that the crisis will intensify and force Italy and Spain out of the Euro which would create turmoil in the [...]

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Felix Zulauf: Get Your Short-Sale Candidates Ready

October 29, 2011

Felix Zulauf was interviewed by Barrons and he appears to be distrustful of the strong stock market rally in October. “Investing is very difficult right now. U.S. stocks are bouncing around and probably will continue to do so into early next year. Friendly buyers have to turn sentiment optimistic again before global equity markets have [...]

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