DoubleLine Capitali juhatuse esimees hoiatas, et aktsiaturg tundub ohtlikult spekulatiivne. Ta m\u00e4rkis, et nii hullu olukorda nagu praegu, ei m\u00e4leta ta kogu oma karj\u00e4\u00e4ri jooksul. Ta alustas investeerimiskarj\u00e4\u00e4ri 1980ndate keskpaigas TCW Groupsis, kuid t\u00e4na n\u00e4eb ta liigspekuleerimist tehisintellektiga seotud aktsiates ja andmekeskuse investeeringutes. Ta hoiatas, et buumi ajal hooga kaasas jooksmine v\u00f5ib halvasti l\u00f5ppeda.<\/p>\n
Eriti mures on investor erakrediidi turu p\u00e4rast, kus 1,7 triljoni dollari suurusel turul laenatakse otse ettev\u00f5tetele. Tema s\u00f5nul annavad laenuandjad r\u00e4mpslaene, mis on iseloomult v\u00e4ga sarnased olukorraga, mis eelnes 2008. aasta r\u00e4mpsh\u00fcpoteeklaenude kriisile. Tema s\u00f5nul on n\u00fc\u00fcd autolaenude andja Tricolor ja autovaruosade pakkuja First Brands Grupi l\u00e4bikukkumised v\u00e4rsked eelhoiatused.<\/p>\n
\u00abJ\u00e4rgmine finantsturgude kriis tuleb eralaenudes,\u00bb lausus ta Bloombergi podcast’is, vahendab CNBC. \u00abKukutakse samasse l\u00f5ksu nagu r\u00e4mpsh\u00fcpoteeklaenude \u00fcmberpakendamisel 2006. aastal.\u00bb<\/p>\n
Gundlach kritiseeris eralaenufondide m\u00fc\u00fcki v\u00e4ikeinvestoritele, nimetades seda ideaalselt sobimatuks, sest lubatakse lihtsalt raha v\u00e4ljav\u00f5ttu, kuigi tavaliselt pole v\u00f5imalik fondis olevaid varasid kiiresti m\u00fc\u00fca. Kui investorid v\u00f5tavad raha v\u00e4lja, v\u00f5ivad fondid olla sunnitud m\u00fc\u00fcma varasid suure kahjumiga.<\/p>\n
Ta n\u00f5ustus, et tema vaatega on raske otseselt kasumit teenida. Ta ei soovita m\u00fc\u00fca r\u00e4mpsv\u00f5lakirju l\u00fchikeseks, kuna sedasi kaotatakse raha. L\u00fchikeseks m\u00fc\u00fck on laenuks v\u00f5etud varade m\u00fc\u00fck, lootuses neid hiljem odavamalt tagasi osta ja laen tagastada.<\/p>\n
Gundlach \u00fctles, et talle meeldib j\u00e4tkuvalt kuld, aga ta soovitas v\u00e4hendada selle osakaalu portfellis 15 protsendini. Septembri keskpaigas oli tema soovitus, et kulla osa v\u00f5iks moodustada veerandi portfellist, kuna inflatsioon j\u00e4\u00e4b k\u00f5rgeks seoses tollitariifide m\u00f5juga impordihindadele.<\/p>\n","protected":false},"excerpt":{"rendered":"DoubleLine Capitali juhatuse esimees hoiatas, et aktsiaturg tundub ohtlikult spekulatiivne. Ta m\u00e4rkis, et nii hullu olukorda nagu praegu,…\n","protected":false},"author":2,"featured_media":48746,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[15685,18219,131,130,37,33,35,24581,24584,34,36,24583,3722,9361,3586,24585,24582,373,24580],"class_list":{"0":"post-48745","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ari","8":"tag-aktsiaturg","9":"tag-andmekeskused","10":"tag-ari","11":"tag-business","12":"tag-ee","13":"tag-eesti","14":"tag-eesti-keel","15":"tag-erakrediidi-turg","16":"tag-eralaenufondid","17":"tag-estonia","18":"tag-estonian","19":"tag-finantsturgude-kriis","20":"tag-inflatsioon","21":"tag-jeffrey-gundlach","22":"tag-kuld","23":"tag-rampshupoteeklaenude-kriis","24":"tag-rampslaenud","25":"tag-tehisintellekt","26":"tag-ulehinnatud-varad"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ee\/115598548443923439","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts\/48745","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/comments?post=48745"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts\/48745\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/media\/48746"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/media?parent=48745"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/categories?post=48745"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/tags?post=48745"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}