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.