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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):
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"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  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 
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 Random Roger: http://randomroger.blogspot.com/
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