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The slides from Jeff Gundlach's "To QE3 or not to QE3" presentation last night. Don't fight the...

The slides from Jeff Gundlach's "To QE3 or not to QE3" presentation last night. Don't fight the Fed is the message from slides 15 & 16 - showing the strong correlation between QE (and The Twist, which Gundlach considers QE3) and the S&P 500. (from the oral presentation)
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Comments (5)
  • wapiti
    , contributor
    Comments (711) | Send Message
     
    And that is supposed to be NEWS? The whole QE is about inflating the market so consumers feel the wealth effect and spend. It's just gas on the embers. Where do you think the market would go if there wasn't Ben throwing free money around? Spend or speculate-your only 2 choices with ZERO interest rates.
    18 Apr 2012, 08:51 AM Reply Like
  • jacobsen
    , contributor
    Comments (40) | Send Message
     
    Right...Seems their yaking to get attention..My daughter could write a better article...Alpha better get some serious commentators..or just forget about their future with ME..Waste of time.
    18 Apr 2012, 08:55 AM Reply Like
  • Conventional Wisdumb
    , contributor
    Comments (1802) | Send Message
     
    My favorite (paraphrased) quote of Jeff's beyond the Shakespeare references which were absolutely awesome - that man was an incredible student of humanity:

     

    "80% of your return/money is made 20% of the time."

     

    In my personal life this particular ratio would be more like 99% of my money was made in 1% of the time but that was because I was incredibly lucky.
    18 Apr 2012, 09:28 AM Reply Like
  • cimitree
    , contributor
    Comment (1) | Send Message
     
    Credibility is lost after republishing ridicules political bias in slide 7. I appreciate the notations that tell me it was really tax cuts that caused the increase in national debt. This has been proven false every time starting with Kennedy. Also, the US spends more on R&D than its next 4 global competitors combined. How many grants do university professors need to sit around and design misleading graphics? Apparently more, more, more...
    18 Apr 2012, 10:55 AM Reply Like
  • Conventional Wisdumb
    , contributor
    Comments (1802) | Send Message
     
    cimitree,

     

    You can ignore the slide and move on. It is a political discussion in the sense that the politics as they are today will affect the investing environment and therefore will affect how you invest.

     

    Jeff is apolitical but discusses politics. The point is that spending never gets cut even when it is promised in exchange for tax cuts so we end up getting tax cuts and increased spending.

     

    I suggest you actually listen to the presentation/webcast once it is reposted on the website assuming you are still interested.

     

    As an investor with Jeff, I have done very well. I would describe myself as a political conservative.
    18 Apr 2012, 11:12 AM Reply Like
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