Guru Julian Robertson
was on CNBC today discussing the global economy. Robertson says that we are “in plenty of trouble” and that Greece is certain to default. Overall, he is bearish about the global economy, but sees possible investing opportunities.Julian Robertson
is bullish the Norwegian krona, the Canadian dollar, and the Singapore dollar.
Robertson believes that the “great technology companies” provide a “fabulous” opportunity. Robertson likes Apple (AAPL
) and Google (GOOG
). In the financial sector, he is bullish on Mastercard (MA
) and Visa (V
Robertson says Washington policy is just trying to remain in power rather than provide real solutions.
About the author:
Jacob WolinskyMy investment ideas have been inspired by many of value investors including Benjamin Graham, Charles Royce, John Neff, Joel Greenblatt, Peter Lynch, Seth Klarman,Martin Whitman and Bruce Greenwald. .I live with my wife and daughter in Monsey, NY. I can be contacted jacobwolinsky(AT)gmail.com and my blog is www.valuewalk.com
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