Here’s The NEW Jeff Gundlach Trade

yen

[credit provider=”Wikimedia Commons” url=”http://en.wikipedia.org/wiki/File:1000_yen_banknote_2004.jpg”]

Jeff Gundlach hosted another one of his popular webcasts to DoubleLine Funds clients.And everyone always listens for his trading recommendations (See: long Spain, short U.S. and long natural gas, short Apple)

And during last night’s call, he unveiled another controversial trade:

Go short the Japanese yen and long the Japanese stock market.

He believes Japan will pursue aggressive currency debasement in its effort to stimulate the economy.

During his presentation, he provided 9 charts that supported his view on this trade.

[slideshow]
[slide
permalink=”japan-has-an-incredibly-heavy-debt-load-1″
title=”Japan has an incredibly heavy debt load”
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image=”http://static.businessinsider.com/image/50c7cba769beddfe39000002/image.jpg”
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[slide
permalink=”the-budget-balance-is-around-76-of-2012-gdp-2″
title=”The budget balance is around -7.6% of 2012 GDP”
content=””
image=”http://static.businessinsider.com/image/50c7cba5eab8ea9c5f000007/image.jpg”
caption=””
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]
[slide
permalink=”meanwhile-the-birthrate-has-been-falling-and-the-population-is-aging-3″
title=”Meanwhile, the birthrate has been falling and the population is ageing”
content=””
image=”http://static.businessinsider.com/image/50c7cba1ecad047f39000001/image.jpg”
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]
[slide
permalink=”since-last-years-tsunami-interest-in-nuclear-energy-has-collapsed-and-energy-imports-have-spiked-4″
title=”Since last year’s tsunami, interest in nuclear energy has collapsed and energy imports have spiked”
content=””
image=”http://static.businessinsider.com/image/50c7cba16bb3f78720000007/image.jpg”
caption=””
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]
[slide
permalink=”surging-imports-have-caused-japan-to-fall-into-a-trade-deficit-5″
title=”Surging imports have caused Japan to fall into a trade deficit”
content=””
image=”http://static.businessinsider.com/image/50c7cba0ecad04343900000f/image.jpg”
caption=””
credit=””
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]
[slide
permalink=”japans-stock-market-has-underperformed-the-us-stock-market-for-years-6″
title=”Japan’s stock market has underperformed the US stock market for years”
content=””
image=”http://static.businessinsider.com/image/50c7cb9e69bedd963c000000/image.jpg”
caption=””
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]
[slide
permalink=”japan-has-a-positive-real-interest-rate-unlike-the-us-which-gives-them-room-to-pursue-more-easy-monetary-policy-7″
title=”Japan has a positive real interest rate (unlike the US) which gives them room to pursue more easy monetary policy”
content=””
image=”http://static.businessinsider.com/image/50c7cb9fecad043939000001/image.jpg”
caption=””
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]
[slide
permalink=”japans-dividend-yield-is-higher-than-the-interest-income-offered-by-japanese-bonds-8″
title=”Japan’s dividend yield is higher than the interest income offered by Japanese bonds”
content=””
image=”http://static.businessinsider.com/image/50c7cb9d6bb3f7862200000a/image.jpg”
caption=””
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]
[slide
permalink=”all-things-considered-gundlach-believes-theres-a-big-opportunity-if-you-go-short-the-yen-and-long-the-nikkei-9″
title=”All things considered, Gundlach believes there’s a big opportunity if you go short the yen and long the Nikkei”
content=””
image=”http://static.businessinsider.com/image/50c7cb9ceab8ea5e5f000015/image.jpg”
caption=””
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]
[slide
permalink=”that-was-just-an-excerpt-from-gundlachs-presentation-10″
title=”That was just an excerpt from Gundlach’s presentation…”
content=”TO CATCH A THIEF: Jeff Gundlach’s Epic First Presentation On The Economy Since He Was Burglarized >
image=”http://static.businessinsider.com/image/50c7d3026bb3f7ad31000002/image.jpg”
caption=””
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]
[/slideshow]