Jason Tillberg

Interesting Points from Julian Robertson's FT Interview

JR..Just a rational man who got his big start to wealth in 1982, at just the right time to participate in the greatest boom in the history of the world. Lucky for him.

Long AAPL, dumb in my opinion. It's like being long MSFT in 1999. Dumb.

I don't give him much weight. Sorry, I just don't.

Wall Street Breakfast: Must-Know News

Now there are some bold calls. I would welcome such a scenario.


On Sep 29 09:26 AM JG Savoldi wrote:

> Per the World Bank's dollar statement--interesting that bearishness
> is so intense just at the time our model has become very bullish.
>
>
> We've been USD bears for a long period of time but we're expecting
> an upside stampede during the coming weeks.
>
> Not a great time for markets correlated to the dollar carry trade
> and that's also being confirmed in our other models.
>
> -Stocks down (50% crash next 5 months starting with a projected 22%
> crash into October 13th)
>
> -Bonds up (minimum target for the 30YR is 130.30 but we think new
> all-time highs are coming)
>
> -USD spiking higher during October
>
> -Crude Oil crashing during October and back through 36 into year-end
>
>
> -Gold down into October 900-880 target.
>
> You can read articles about our 50% crash call and follow all of
> these forecasts in real-time on Twitter through October 11th by following
> the links below.
>
> bit.ly/yVBgt
> bit.ly/l3hv8

What's Behind the Market's Rise?

Great stuff,article and comments. I've been watching the VIX and I'm a bit surprised it has come down as low as it has. I found myself to be a buyer of short funds, SKF, SRS and DXD these last 2 weeks. I do think that this momentum will reverse.

Investor psychology Vs. economic reality will cause stocks to go up and down over the next 3 years as it ultimitely comes down at least 50% in my opinion.