Jeffrey Gundlach (DoubleLine Capital)

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Gundlach Sees Trump Win, Short-Term Market ‘Reversals’
https://www.thinkadvisor.com/2020/08/11 ... reversals/

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Gundlach Hedges His Prediction of Trump Win, Calls Investor Behavior 'Terrifying'
https://www.thinkadvisor.com/2020/09/08 ... ing/?amp=1

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Billionaire 'Bond King' Jeff Gundlach says stocks will crash, predicts a weaker dollar, and questions bitcoin in a new interview. Here are the 10 best quotes.
https://markets.businessinsider.com/cur ... 029666171#

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Gundlach: Markets Like Split Government, But Equities are “Really Overvalued”
https://www.advisorperspectives.com/art ... retirement

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Mnuchin is declining to extend most of the Fed’s emergency credit programs beyond year-end & asking the Fed to return all unused CARES Act risk capital. This move shuts down the corporate credit programs that propped up markets last spring. So the training wheels are coming off.

https://mobile.twitter.com/truthgundlach

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Channel 11 E5 ft. Jeffrey Gundlach - Part 1
https://m.youtube.com/watch?v=lBBVaDxF__g

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At 41:00, Jeffrey has similar doubts on the vaccine as Winston

Litman Gregory Interview with Jeffrey Gundlach 11-17-20
https://m.youtube.com/watch?v=gHZe7hE-j8U

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Gundlach goes against crowd

United States inflation will likely trough in the next several months but may rise above 2 percent next year, according to Jeffrey Gundlach.

It could range from 2.25 percent to 2.4 percent in 2021, Gundlach said in a webcast for his flagship DoubleLine Total Return Bond Fund.

Gundlach's view of sustained higher inflation runs counter to consensus. Inflation may temporarily rise above 2 percent in the second quarter of 2021 before retreating again in the following quarters, according to a Bloomberg survey of 51 economists.

While the US economy has not stayed above the target set by the Federal Reserve, there is an expectation in markets that widespread vaccine development and distribution will unleash spending and generate growth at a rapid pace.

The underperformance of small caps might finally be ending, Gundlach said, pointing to the Russell 2000 relative to S&P 500. The move has been "pretty powerful already," he said.

The copper-gold ratio suggests that 10-year Treasury yields should be higher. "Fundamentals do not support today's Treasury levels," he said.

And BBB spreads have tightened relative to Treasuries, which is not very different from 30-year Treasuries.

Source: Bloomberg

https://www.thestandard.com.hk/section- ... inst-crowd

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Billionaire 'Bond King' Jeff Gundlach says FAANG stocks are losing steam, the economy is 'living off government rescues,' and he's neutral on bitcoin in a recent webinar. Here are his 10 best quotes.
https://markets.businessinsider.com/new ... 1029885902

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Jeff Gundlach says stock market valuations are extraordinarily high, supported only by the Fed
https://www.cnbc.com/2021/01/11/jeff-gu ... e-fed.html