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druckenmiller interview from 12/18/18
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traax
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Posted on 12-20-18 11:41
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This money manager never had a losing year in the past 30 years and had 30% return every year. Tendulkar of money management or you can use similar analogy.. https://www.youtube.com/watch?v=HFAzZttioEk
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traax
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Posted on 12-21-18 12:16
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he says we are in bear market and the next 3 to 5 years will be sideways market or some kind of a crash....but no growth....also he likes cloud companies...like service now, microsoft, workday, salesforce etc...thinks these companies are what mobile phone companies were 10 years ago....as he thinks...corporate america will move to cloud computing and if there is a mild recession in future, that will drive even more demand for these cloud companies...as they are supposed to save cost...during bad times...
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