Jeffrey Gundlach of DoubleLine Funds just wrapped up a conference call with clients, which included this presentation, the first of 2012. In it, Gundlach reviews what happened in the financial markets and the economy in 2011 and addresses what he expects to happen in 2012.
The title of his presentation, “Just Markets,” has lots of interesting charts for all those too lazy to read text.
The document is embedded below in scribd:
Seth Klarman: Investors Always Need A Strategy To Guide Them
"Many investors lack a strategy that equips them to deal with a rise in volatility and declining markets," Seth Klarman told his audience in a speech at MIT in 2012. Q3 2020 hedge fund letters, conferences and more Klarman was talking about the benefits of having a strategy, such as value investing, to provide a Read More
1-5-12_JEG_Just_Markets – FINAL JEG