There hasn't been a year for a better contrarian setup my entire career, says Jeff Gundlach in a presentation titled "Let The Race Begin! 2014: Year Of The Horse." Seemingly everyone agrees on the following: stocks will do fine, interest rates and the dollar are headed up, gold (and commodities in general) are headed down. Even Byron Wien's "10 surprises" list contains little outside of this mainstream thinking.
Gundlach: Consensus on asset classes overwhelming to start year
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