Stanley Druckenmiller

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Stanley Druckenmiller

Mensajepor McThai » 08 May 2013 21:54

La mano derecha de George Soros durante años acaba de hablar en la Ira Sohn Conference.

Algunas de sus ideas:

- I like the markets short-term, not long-term. Ben Bernanke is running the federal reserve inappropriately.
- Druckenmiller says that he sees no condition for a bear market until the Fed changes, so expects markets to keep rising
- Druckenmiller says Japan likely at beginning of a new cyclical bull market.
- Japan’s policy is much more appropriate than that in US. Japan market has better risk/reward picture.

- Druckenmiller: we think commodity super cycle is over. the last two years are not a correction, but the beginning of a trend
- He wants to avoid all commodity currencies like Brazil, Canada and says you should short the Australian Dollar.
- Druckenmiller says you should also avoid any commodity-heavy companies.

- Druckenmiller says long $goog. "At 16 times earnings, I cant' imagine a better steal."
- Druckenmiller has a concluding final bullish position: Google.
He says he "can't imagine" a greater bet than it in technology and makes a slight dig at people crowding into Apple, without naming Apple. He rambles off a bunch of Google advancements, Google Glass, Google Car etc. And concludes it has "no exposure to China."

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Re: Stanley Druckenmiller

Mensajepor Dalamar » 09 May 2013 08:06

Muy interesante y si, tiene unas ideas muy compatibles a las mias, Google mucho mejor que Apple sin duda... Materias primas y metales han llegado a su fin, si, yo tambien lo pienso!

Y el mercado a corto y largo, pues tambien tiene mucho sentido, seguiremos observando y volveremos para ver como fueron las predicciones.
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Re: Stanley Druckenmiller

Mensajepor McThai » 24 Jun 2013 22:52

Desde el 8 de mayo,
BRL vs EUR: -11%
AUD vs EUR: -9%
No iba mal encaminado!

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Stanley Druckenmiller

Mensajepor Dalamar » 28 Sep 2013 07:39

Stan may be the greatest moneymaking machine in history. He has Jim Roger’s analytical ability, George Soros’s trading ability, and the stomach of a riverboat gambler when it comes to placing his bets. His lack of volatility is unbelievable. I think he’s had something like five down quarters in 25 years and never a down year. The Quantum record from 1989 to 2000 is really his. The assets grew from $1 billion to $20 billion over that time and the performance never suffered. Soros’s record was made on a smaller amount of money at a time when there were fewer hedge funds to compete against.

I never use valuation to time the market. I use liquidity considerations and technical analysis for timing. Valuation only tells me how far the market can go once a catalyst enters the picture to change the market direction.

The catalyst is liquidity, and hopefully my technical analysis will pick it up.

And a more recent quote from Druckenmiller, related to Soros’s advice “don’t try to play the game better, pay attention to when the game has changed”:

I really don’t care whether we go to $70 billion or $65 billion in September, … But if you tell me quantitative easing is going to be removed over 9 or 12 months, that is a big deal
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Re: Stanley Druckenmiller

Mensajepor Dalamar » 14 May 2015 12:00

A former chief strategist for George Soros, Druckenmiller shut his hedge fund firm Duquesne Capital Management in 2010 and now manages his own fortune. From its inception in 1986, Duquesne produced average annual returns of 30 percent, one of the best track records in the industry.


Stan Druckenmiller, chairman achief investment officer of Duquesne Family Office LLC. Photographer: Scott Eells/Bloomberg
Billionaire investor Stan Druckenmiller said an aging population will present a “massive, massive problem” in 15 years.

Druckenmiller, 61, has argued for several years that the mushrooming costs of Social Security, Medicare and Medicaid will bankrupt the nation’s youth and eventually result in a crisis worse than the financial meltdown of 2008. The government will have to reduce payments to the elderly, he said at the event.

Commenting on the markets, Druckenmiller said that interest rates could “arguably” stay near zero for 10 years. He said last month in a Bloomberg Television interview that he was afraid the Federal Reserve wouldn’t raise interest rates this year.

The investor also said he shies away from established money managers, particularly those who oversee more than $10 billion. Assets exceeding that amount tend to become “a problem” for the managers, he said.
“Go young,” he advised the audience, saying that the best money managers are between 35 and 40 years old.
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Re: Stanley Druckenmiller

Mensajepor Dalamar » 14 May 2015 12:52

April 17th, 2015

Stan Druckenmiller is betting on the unexpected. With one of the best long-term track records in money management, he is anticipating three surprises: Improving economy in China, Rising oil prices, and no Federal Reserve interest rate increase in 2015.
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Re: Stanley Druckenmiller

Mensajepor McThai » 22 Oct 2015 19:22

Pues mirando el primer post del hilo, de mayo de 2013, parece que ha acertado bastante, no?

Esta opinion sobre IBM y Buffet del pasado marzo tambien por el momento va por el buen camino:
http://video.cnbc.com/gallery/?video=3000358506

Ahora una prevision reciente, puso un 20% de su portfolio en Oro el pasado agosto:
http://www.businessinsider.com/gold-is- ... ck-2015-10

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Re: Stanley Druckenmiller

Mensajepor Dalamar » 23 Oct 2015 13:43

Si, efectivamente Stanley es uno de los que sigo muy de cerca! No llama mucho la atencion pero acierta consistentemente!
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Re: Stanley Druckenmiller

Mensajepor McThai » 05 Nov 2015 18:07


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Re: Stanley Druckenmiller

Mensajepor Dalamar » 06 Nov 2015 18:28

Muy interesante!
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