Wednesday, March 21, 2007

roubini on bloomberg / video

should be no news to readers of the blog that roubini is very bearish. click on the headline to start the 17 minute long video

für leser diese blogs keine überraschung das roubini in sachen usa sehr negativ gestimmt ist. klickt bitte auf die überschrift um dieses video (17 minuten) zu starten

make sure you get the last 2 minutes where roubini outlines how his portfolio looks like.......

i have to replay it twice (couldn´t believe my ears).

but for everyone who don´t want to dig through the full video here is the answer

100% long equities!

despite his call for a hard landing. he says that he is not a market timer. quite a

kann jedem die letzten 2 minuten empfehlen wo roubini sein persönliches portfolio beschreibt. und das ist sicher ne kleine sensation. er ist trotz seiner düsteren prognose einer us rezession zu 100% in aktien investiert!

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Anonymous Anonymous said...

Thanks for the video. Roubini seems like a class act. Interesting to note the tone of the anchor's voice when Roubini was dispensing his "truth". For many people, new information is perceived as an insult and she seemed to recoil from his well reasoned analysis and assertion of a hard landing as if slapped in the face.

2:35 PM  
Anonymous A Random Walk said...

I agree with your surprise, nice to see at least one commentator who has the courage to say that they can't predict what way Mr Market in his schizophrenic manner will go, so he doesn't bother.

3:32 PM  
Blogger jmf said...

i agree with both of you.

looks like bloomberg is giving guys like him (also faber etc) the room and time to argue.

compare this to the 2-3 minutes on cnbc where one guest shouts at another guest... :-)

11:15 PM  

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