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:
My 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
Track Gurus’ Stock Purchases Daily – Real Time Guru Picks
GuruFocus "Real Time Picks" reports the stock purchases and sales that Gurus have made within the prior 2 weeks. The report time lag can be as short as 3 days after the date of the transaction. This is just one of the features provided with GuruFocus Premium Membership.
Feedback
European Shorting
My Portfolios
Browse Gurus
Print
Email
Bookmark
Subscribe RSS
RSS