Gundlach: Buying Long-Term Bonds, Inflation Views, Yen

scott

1:20 PM More on Gundlach: "Can you imagine (the President) walking around the U.S. saying 'I'm going to inflate. I want to inflate. My policy is inflation," he asks. That's what the President wants, says Gundlach, but at least he doesn't say it. In Japan, the PM is actually saying it. He sees the yen (FXY) headed to 200 to the dollar (93.37 now). [Global & FX, Quick Ideas] 2 Comments

12:58 PM Jeff Gundlach is a renewed bull on bonds, buying "more long-term Treasurys (TLT) in the last month than in the last four years." The 10-year yield popped north of 2% in February and is back down to 1.87% at the moment. He remains short the yen and long the Nikkei. As for Apple - now below what seemed to be his absurd $425 target just a few months ago - there's no word if he's covered that bet. [U.S. Economy] 1 Comment

http://seekingalpha.com/currents/all

Plus, more details: http://mobile.reuters.com/article/idUSBRE9230US20130304?irpc=932

Charles

Good article, thanks Scott.

AndyJ

Tomorrow's one of his DBLTX/DBLFX web casts, 1:15 Pacific time - he usually gets fairly specific on overall outlook, not so much on strategy for the funds. Anyone interested can register on the web site.

Charles

Reply to @AndyJ: Thanks Andy! Been meaning to catch one of these. I just registered for tomorrow. Later in the day we also have the MFO teleconference on Cook & Bynum fund.