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The Wall Street Journal landed a very rare interview with investing legend Stanley Druckenmiller last weekend (who you may remember from Jack Schwager’s classic The New Market Wizards: Conversations with America’s Top Traders.). When asked about the US fiscal mess, and possibility of a technical default, he gave his take: “Here are your two options: piece […]
Here’s a great interview with Felix Zulauf on FT.com, where he shares his outlook for the second half of 2011. My quick notes: Chinese economic growth will slow, because inflation is becoming a problem that must be curbed Thinks the dollar could rally significantly, as its been beaten down so much Believes commodity sector could […]
This has got to be one of my favorite Faber interviews in recent memory. And Faber telling it like it is sure exposes the CNBC crew as the Keynesians they are, I have to say. Enjoy! “Only at the Federal Reserve is there no inflation!” (Followed by a dramatic glare, then smile).
Welcome aboard the commodity bull, Jeremy Grantham! In his latest quarterly outlook letter, the acclaimed money manager (and excellent newsletter writer to boot) laid out a very convincing case for commodities. You can read Grantham’s Q1 2011 letter here (for Part I) and here (for Part II). I found these points of his to be […]
This morning, while walking my weimaraner Banjo around midtown Sacramento, I cranked up my Android and caught a great interview with Felix Zulauf by Jim Puplava for his Financial Sense Newshour. Felix shared his thoughts with Jim on inflation risks, world central bankers, the precious metals, a buying opportunity in uranium, and China. You can […]
Courtesy of our good friend (and now intrepid roving reporter) Jonathan Lederer, here’s an exclusive scoop on Gary Shilling’s commentary from last week’s Altegris/John Mauldin Hedge Fund Conference in La Jolla. 1) Deleveraging has barely begun and will last for many more years due to the huge growth in credit since the 50s 2) He still […]
I’m thrilled to report that while in Singapore last week, I had the great honor of interviewing Jim Rogers in person. He was extremely kind in hosting me and entertaining my questions, and I’m excited to be able to share our fun 45-minute chat with you here. As you may know, I’m a longtime reader […]
Marc Faber gave a stellar 30+ minute interview for The McAlvany Weekly Commentary. You can read the transcript here, and listen to it here. Of the many interesting (and unique) points Faber made, one that stuck out was his claim that 80% of the US budget is basically untouchable: David: What measures might the Fed […]
Jim Chanos’ short of ExxonMobil is indicative of the bullish fundamentals that lie ahead for natural gas, according to Frank Curzio…because Exxon needs to replace its reserves somehow: And just last month, he (Chanos) discussed his bearish stance on ExxonMobil: “ExxonMobil will not be able to replace its reserves.” You see, ExxonMobil isn’t the only one having […]
Marc Faber talked to the BBC a few weeks back, sharing his thoughts about what would trigger QE3, why he is still advising people to accumulate gold, and the bubble in China. Here’s the interview (audio only): Instead of investing directly in China, Faber recommends investing in things that China needs – such as industrial […]
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