In his webcast titled “Cave People” in reference to the philosopher Plato’s “Allegory of the Cave,” DoubleLine CEO Jeffrey Gundlach (0:06) on March 12, 2023, briefly reprises his outlook on the federal debt spiral before reviewing other macroeconomic and market topics, including recessionary “storm clouds.”...
Continue reading » March 17, 2024 admin Macro No Comment They don’t ring a bell at the top but to say that the overall markets are RIPE for a bear market is probably an understatement. They can of course go even higher first… Everyone and their mother piling in at nose bleed valuations: Margin Debt:...
Continue reading » December 6, 2021 admin Macro 1 Comment The ritual has become as old and stale as it has become predictable: A central bank promises to continue the free money spigot and market participants pile into risk assets as we witnessed again with both stocks and supposed “hedge” assets such as Bitcoin immediately...
Continue reading » March 18, 2021 admin Macro No Comment 
