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gundlach:

Jeff Gundlach quietly turns bearish on the dollar and long bonds while loading up on gold, commodities, and non U.S. markets for 2026

December 13, 2025 10:04 pm

Jeff Gundlach on 2026 Positioning TLDR: > Long the belly (2-10 year maturities) > Long commodities > Long $GLD > Long high-quality fixed income > Long EM fixed income > Long non-US equities < Short USD $DXY < Short long-duration ...

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Categories Markets Leave a comment

Bond king Jeff Gundlach: I wouldn’t rule out another round of QE focused on the long end if bond yields keep rising.

June 19, 2025 7:49 pm

CNBC: Bond king Jeff Gundlach: I wouldn’t rule out another round of QE focused on the long end if bond yields keep rising. That’s the first time I’ve heard an institutional investor mention QE during this cycle. — QE Infinity …

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Categories Markets Leave a comment

Jeff Gundlach pulls out of stock market warning bubble worse than 2007 and 1999 with scams keeping markets inflated longer than expected

June 15, 2025 9:23 am

A must listen with Jeff Gundlach. He's gotten the fuck out Stock valuations are a joke Reminds him of 1999 and 2007 Scams last longer than anyone thinks "takes forever" for defaults to finally arrive pic.twitter.com/ecGYq4jiVx — Darth Powell (@VladTheInflator) …

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Categories Markets Leave a comment

“We are in a recession already,” Jeffery Gundlach has said, per BI. “I see an awful lot of layoffs announcement.”

September 30, 2024 9:38 am

Jeffery Gundlach, a well-known investor, has indeed expressed concerns about the U.S. economy. He mentioned that the Federal Reserve’s rate cuts are arriving too late and that the mounting job losses indicate the U.S. economy is already in a recession. …

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Categories Heads Up Leave a comment

The Gundlach Indicator (unemployment surpassing 36 mo. avg) has a 100% correlation with past recessions. It shows we entered a recession in June this year.

September 26, 2024 10:27 pm

h/t fiveguysoneprius

Categories Markets Leave a comment

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