January 27, 2015

2015 Felix Zulauf Macro Views:

Bearish Stocks – Deflation Coming. 15%+ Stock Correction in Spring 2015.
2015 Will be Good Year for Traders Because of High Volaility
Oil Decline is bad for the Economy as Oil-Jobs are High Paying
Bullish USD January
Expects USD Correction between Spring and Middle-year
Expects Strong USD again from late 2015 to until late 2016.
US Bond yields to go down – to 2% or even less
Short Singaporean Dollar

as of January 2015

Source: http://www.octafinance.com/felix-zulauf/

Felix Zulauf was born 1950, and is the owner and president of Zulauf Asset Management, a Zug, Switzerland-based hedge fund. Felix has worked in the financial markets and asset management for almost 40 years. Mr. Zulauf has been a regular member of the Barron's Roundtable for more than 20 years.