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Julian Robertson interview

Posted By Barry Ritholtz On June 15, 2005 @ 6:17 am In Economy,Investing,Real Estate | Comments Disabled

  Julian Robertson predicts trouble ahead (May 2005):

click for video

Julian_robertson [1]

"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 [2] 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 [3]

Article printed from The Big Picture: http://www.ritholtz.com/blog

URL to article: http://www.ritholtz.com/blog/2005/06/julian-robertson-interview/

URLs in this post:

[1] Image: http://online.wsj.com/public/page/0,,8_0000-w5I7hOX7DWKfJAmLbmDgaEP6D_QMveeR-QPsZS4JeL|3Mz9yMeIghu9Abeo4jF3m1,00.html?mod=ARTICLE_VIDEO

[2] comments: http://bigpicture.typepad.com/comments/2005/06/household_debt.html

[3] Random Roger: http://randomroger.blogspot.com/

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