Comments from Jeff Gundlach at the Ira Sohn conference
Gundlach spoke at the start of the month and outlined some themes. At the time, he was worried about 3% Treasury yields.
"We all know the definition of a long-term investor? A long-term investor is a trader who is under water," he said today.
His call was for long oil and short Facebook. He said commodity inflation is common before recessions and that regulation can end bull markets, like Facebook.
