Julian Robertson interview
Julian Robertson predicts trouble ahead (May 2005):
click for video
"I am more disturbed than I have ever been in my investment life."
He believes the U.S. consumer is all but exhausted (see yesterday's comments on the same subject) , that the effort will be made to "inflate our way out."
He notes a soft landing is possible, but ala Japan, it could involve years of flat or no growth.
Hat tip: Random Roger
Wednesday, June 15, 2005 | 06:17 AM | Permalink
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When I heard this interview originally what struck me was that Julian was pointing to Japan as a POSITIVE example of a potential resolution to our own current 'imbalances'.
Wonder what a negative resolution might look like.
Posted by: John | Jun 15, 2005 8:29:15 AM
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