explicit
implicit
RUT
Oil
explicit
USD
gold cautious up
Doubleline
8.5
Asset Manager $130.00B
Jeffrey Gundlach 9.0
Asset Manager $130.00B
Jeffrey Gundlach 9.0
3/23/2026 10:31:11 PM
- gold → 4000
metals
I really think for the long haul I still want to be in commodities and I still want to have a gold position... at this level I think it's a very good opportunity to add to gold and add to commodities.
Views current price (~$4000) as a good entry point after a pullback from ~$5500, aligning with his original target for the year.
| 12/10/2025 11:31:27 PM | short term up | 5 days later | +1.12% | +1.12% |
| 10/11/2025 12:16:44 AM | short term sharp up | 5 days later | +3.16% | +4.74% |
ndx
Not enthusiastic about stocks, doesn't think they're cheap enough, wants to see VIX go higher for a real washout. This implies a cautious/negative near-term view on equities (which includes NDX).
yields
Meanwhile, the spreads on fixed income have definitely been on the march... high yield spreads have risen by something like 60 basis points, maybe at the wide 70 basis points... all corporate credit is definitely widening.
Explicit commentary on widening credit spreads indicates upward pressure on yields for risky debt.
| 3/19/2026 12:11:26 AM | short term cautious up | 5 days later | -1.43% | -0.72% |
| 12/10/2025 11:31:27 PM | medium term up | 20 days later | +0.53% | +0.53% |
| 12/10/2025 11:14:38 PM | medium term up | 20 days later | +0.53% | +0.53% |
| 10/29/2025 10:16:46 PM | medium term cautious down | 20 days later | +0.98% | -0.49% |
| 10/11/2025 12:16:44 AM | medium term cautious down | 22 days later | +1.36% | -0.68% |
| 9/22/2025 6:00:06 PM | long term sharp up | 62 days later | -1.99% | -2.99% |
| 9/18/2025 12:05:31 AM | short term cautious up | 5 days later | +0.19% | +0.10% |
