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Mauldin reads the thoughts from the greatest investment and economic minds in the world and reports back to us on what he thinks is going to happen. Some of his current observations:
- Mauldin just returned from Greece where he thinks it is too early to invest.
- The recent volatility in the currency markets is a direct result of central banks printing.
- He thinks that the dominant investment theme over the next 10 years will be to invest in things that central banks can't print.
- It would be a good time to short the euro, and he thinks this is the year that "it" really hits the fan in Japan.
- He expects the yen to ultimately get to 200 versus the U.S. dollar, and he is personally trying to get a JPY mortgage
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