1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
CanadianValue
CanadianValue
Articles (4624) 

John Mauldin of Millennium Wave Has Identified the Macro 'Trade of His Lifetime'

January 03, 2013 | About:

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.

About the author:

CanadianValue
http://valueinvestorcanada.blogspot.com/

Rating: 2.8/5 (5 votes)

Comments

Please leave your comment:


GuruFocus Mobile App


User Generated Screeners


rael22220/0/0/4
rael22220/0/0/3
rael22220/0/0/2
VaatetradeGraham
OptionPirateWACC8percentOverROIC_Pdouble52
rael22220/0/0/1
wynandvn12345ROE
CannonfmEV EBIDTSA
pbarker46Cheap w Past Profitability
Praveen ChawlaYac_Yield
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)
FEEDBACK