New Threads Only:  Add to Google Reader or Homepage
New Threads & Replies:  Add to Google Reader or Homepage
Forums are for serious investors only. GuruFocus Forum Rules.

Forum List » Guru News and Commentaries
Guru News, Stock picks and commentaries
New Topic Search
Goto Thread: PreviousNext
Goto: Forum ListMessage ListNew TopicSearchLog In
John Mauldin of Millennium Wave Has Identified the Macro 'Trade of His Lifetime'
Posted by: CanadianValue (IP Logged)
Date: January 3, 2013 09:59AM

King World News interviewed John Mauldin who is a leading observer of the financial markets and author. He has some interesting observations:

- Mauldin thinks Japan is a bug in search of a windshield and thinks 2013 is the year the bug finds the windshield.

- Believes Japan has kicked the can as far down the road as possible.

- New Japanese leader wants to take the limits off the amount of debt the country has and Mauldin believes this needs to be taken seriously.

- Mauldin thinks the yen is going to make a big reverse over the next decade, and he thinks that is a trade to start putting on.

- He thinks the yen weakening will be one of the great macro trades of his lifetime.

- Japan can’t allow interest rates to rise, so they have to weaken the currency.

- Thinks France is also going to be facing its own Armageddon, as it has been doing everything it possibly can in the wrong direction.

- Relative to France, Mauldin thinks Italy is a beacon of austerity.

- Investors just don’t get how bad a situation France has created for itself.

Listen to the audio here.


Stocks Discussed: SPY, DJI, QQQ,
Rate this post:

Rating: 2.8/5 (5 votes)





Sorry, only registered users may post in this forum.

Please Login if you have an account or Create a Free Account if you don't
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK