One day after Jeff Gundlach delivered his Ira Sohn presentation, in which as we posted yesterday he pitched a SPY vs EEM pair trade, he was busy interacting on twitter with his brand new 10+ thousand followers, and also learning how to upload his profile picture as the following series of tweets reveals.
Lots of fake news on Sohn, missing the pair trade. E.g: " Gundlach
offered a bearish call on US stocks". FALSE! Were they even there?!?— Jeffrey Gundlach (@TruthGundlach)
To Crise (who?!) at BBerg: uh, WRONG! DoubleLine has a multi-billion $ equity fund crushing SPX and peers. No wonder no one listens to you!
— Jeffrey Gundlach (@TruthGundlach)
Bloomberg fake news on my Sohn presentation:
"Gundlach just painted an ugly picture for US stocks". FALSE! Try listening, Bloomberg News!!— Jeffrey Gundlach (@TruthGundlach)
Lots of math incompetence in reporter land. Last year's Sohn rec up 40.7% but misreported by many outlets. Learn to fact check, people!
— Jeffrey Gundlach (@TruthGundlach)
— Jeffrey Gundlach (@TruthGundlach)
In the meantime, we have received reader requests to post Gundlach's full presentation from the Sohn conference due to some conflicting reports of what exactly he said. So, without further ado, here - in addition to our report on what he did say - is Gundlach's 31 page presentation.
