Tag Archive

During his recent interview with CNBC, Stanley Druckenmiller believes that the stock market will be a stock picker’s market in 2024, with a lot of volatility. He is not very good at picking stocks, but his young partners are, and they have done well in their shorts and longs this … Read More

During his recent fireside chat with Paul Tudor Jones at Robin Hood NYC 2023, Stanley Druckenmiller explains why he had to revise his investing strategy after 35 years. Here’s an excerpt from the chat: Druckenmiller: It’s a great question. Normally given the economic outlook I have, which is something’s going … Read More

During his recent fireside chat with Paul Tudor Jones at Robin Hood NYC 2023, Stanley Druckenmiller discussed his long-term perspective on the stock market saying, we won’t see significant growth in the coming years because it has been trading at a higher valuation due to factors like past quantitative easing. … Read More

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

In this interview with Bloomberg, Stan Druckenmiller explains why shorting is a risky business saying, “I’m Not Sure I’ve Ever Made Money on Shorts”. Here’s an excerpt from the interview: Our shorts have been fine this year, except my index shorts which have been a disaster. But we always short … Read More

In this interview with Bloomberg, Stanley Druckenmiller explained how AI has dominated his long portfolio for five to six months. Here’s an excerpt from the interview: Druckenmiller: All of AI is not going to make it through whether we have a recession or not because they haven’t separated the wheat … Read More

During his recent interview at Sohn, Stanley Druckenmiller explained why we will have unbelievable opportunities in the next couple of years. Here’s an excerpt from the interview: Druckenmiller: I’m happy with a portfolio right now that is not net short or not net long and only about 60 percent gross, … Read More

During his recent presentation at USC Marshall, Stanley Druckenmiller explained why the fiscal recklessness of the last decade has been like watching a horror movie. Here’s are some excerpts from the presentation: Druckenmiller: Let me give you some facts. The share of fiscal spending going to seniors has been growing dramatically … Read More

During his recent interview with Norges Bank, Stanley Druckenmiller explains why he buys first, and conducts thorough analysis later. Here’s an excerpt from the interview: Druckenmiller: I don’t know who but I heard a saying with analysis comes paralysis, or Soros used to say – invest and then investigate, which … Read More

In the book The New Market Wizards, Stanley Druckenmiller explains why he focuses on what makes a stock go up or down. Here’s an excerpt from the book: Q. What kind of analytical approach did you use in evaluating stocks? Druckenmiller: When I first started out, I did very thorough … Read More

In his recent interview with Delivering Alpha, Stanley Druckenmiller explained how we’ve become complacent about what ‘long-term’ means. Here’s an excerpt from the interview: JOE KERNEN:  Recently you talked about the potential for a ’69 — 1969 to 1982 potentially type situation for the next ten years here in terms … Read More

During his recent interview with CNBC, Stanley Druckenmiller explained why he will be stunned if we don’t have a recession in 2023. Here’s an excerpt from the interview: Druckenmiller:  Let me just say this. I will be stunned if we don’t have a recession in ’23. Don’t know the timing, … Read More

During his recent interview with How Leaders Lead, Stanley Druckenmiller explained how he predicted the 2008 financial crisis thanks to a Lehman Brothers analyst. Here’s an excerpt from the interview: Druckenmiller: That was pretty easy and I had a lot of conviction. Again I think one of the big sins … Read More

In his latest discussion with Palantir CEO Alex Karp, Stanley Druckenmiller explains why the market is going to be flat for ten years. Here’s an excerpt from the interview: Druckenmiller: Financial markets. First of all full disclosure, I’ve had a bearish bias for 45 years and it had to work … Read More

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

In his recent interview with the Sohn Conference Foundation, Stanley Druckenmiller explained why you do not invest in the present. Here’s an excerpt from the interview: Druckenmiller: I think fundamentals are fundamentals. Look when companies are losing money capacity is always going to shrink and their margins are going to … Read More

In his recent interview with the Sohn Conference Foundation, Stanley Druckenmiller recommended investors be open-minded to the possibility of something really bad happening. Here’s an excerpt from the interview: Druckenmiller: This is my 45th consecutive year as a chief investment officer. And in 45 years I’ve never seen a constellation … Read More

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

In his recent interview with Talks at GS, Stanley Druckenmiller explains why investing across multiple asset classes means there’s always an opportunity somewhere. Here’s an excerpt from the interview: Druckenmiller: First of all the no down years is true but a lot of it is luck. I’ve been deep in … Read More

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More