Felix Zulauf

Not a lot of links today. One link I did want to talk about was the Barron's Roundtable Midyear Update. It's largely the same cast it has been for a few years but for the past few years, the topics have been heavily macro instead of…

Here are the comments I found the most interesting from the first part of this year's Barron's Investing Roundtable interview which was published today.

As usual, I find Felix Zulauf’s commentary very perceptive. He has been right consistently for the whole of 2011 in predicting where things have gone. What he is saying is that the fundamentals in the west are weak and now that growth is…

Felix Zulauf spoke to Barron’s Alan Abelson about his thoughts on the European sovereign debt crisis now that Greece has received its second 100 billion euro bailout. Here I discuss what Abelson says about the conversation and why I think…

Felix Zulauf sees problems ahead because of private sector debt. Expansionary fiscal policy and deficit spending have allowed the real economy to cope while expansionary monetary policy has helped asset prices. Zulauf sees a pause in this…

Point for point, I agree with the commentary from Felix Zulauf in this week’s Barron’s mid-year roundtable discussion. For long-time Credit Writedowns readers, you will recognize almost every one of these points from previous posts. It is…

Barron's Roundtable member Felix Zulauf spoke to the German-language Handelsblatt about the European sovereign debt crisis and financial markets in an article published today. Like Jeremy Grantham, he has turned bearish. Below is my…

Here are a bunch of the participants from this year's Barron's Investor Roundtable discussion talking to Michael Santoli about the ideas they expressed.

Over the past several days, I have caught some very good commentary by a number of well-known financial industry experts. I wanted to share my own thoughts with you on their commentary, especially in light of my last posts on Eisenhower's…

I am an affiliate of INO, a website which is geared to individual investors. I haven't posted much from their site here but I thought their latest video on gold was interesting so I'll say a few words about it. (disclosure: as an affiliate…