Julian RobertsonJulian Robertson Interview VideoQuick Link: Hedge Fund VideosBelow is a short video with Julian Robertson. If you are viewing this post via my daily hedge fund newsletter please click here to view it on my website now.Some quotes from this video:

“America is a like a family who over-spent for years.. has to de-lever itself.. take a long, long time for that to be completed.. I look for a long tough period for the American people”

“I am not positioned long… I am short personally quite a bit”

“So far I don’t think we had the blow to the economy that will eventually obviously come from the wealth devastation that’s occured the last several months”

“General de-leveraging will be a strain on the economy for a

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This post is a guest contribution by David Shvartsman who blogs about big-picture trends on the Finance Trends Matter site.

Today’s post focuses on areas of investment that are starting to look attractive to seasoned investors.

Some of the well-regarded market veterans you’ll hear from on this topic are Julian Robertson, Jeremy Grantham, Jim Rogers and John Paulson.

Whether you’re currently bullish or bearish on stocks and other asset markets, we think you’ll find some interesting points of views expressed here. Let’s jump right in …

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There are only a few global-minded investors I really listen to when it comes to gaining insight on the markets. Most of today’s money managers are too mainstream and remain obsessed with beating their benchmarks. What a waste of time. My favorite market seers in Europe include Marc Faber and Felix Zulauf.

I’ve been following Felix Zulauf’s career for about 15 years. In 1990, he founded Zulauf Asset Management AG in Zug, Switzerland. He currently manages money for global investors in the Zulauf Europe Fund, which is actually profiting during this disastrous year. Zulauf was bearish starting in 2006 and positioned his funds accordingly.

The ‘Soft’ Depression

Zulauf believes we’re entering a soft economic depression. If not for the government’s backstops on October 13 to prevent further stock and credit market seizures, a depression would have followed. Zualauf is convinced the markets would have crashed.

His prediction of a severe recession will take the

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Julia RobertsonJulia Robertson | Hedge Fund Notes

This post is being published as part of our Hedge Fund nvestment Securities Tool.

Monday (10/13) on CNBC, Julian Robertson, legendary investor and founder of notable hedge fund Tiger Management revealed some purchases he made in the market carnage last week. His buys included:

Apple (AAPL)Microsoft (MSFT)Baidu (BIDU)Mastercard (MA)Visa (V)Ryan Air Holdings (RYAAY)His argument, being a notable value player, was that these equities were trading at very favorable prices. Yet, at the same time, he curiously noted that he thought the US was just now entering into a period of prolonged recession (possibly 10-15 years). He thinks that this time around, consumers are broke and will be forced to cut their spending. Interesting thoughts when you compare them to the purchases he just made.Guest post by Market ...

Yeah, they’re tossing everything they’ve we’ve got at markets. Lloyd Bridges line from the movie Airplane may be what we all need right now eh?

With markets deeply oversold we rallied mightily on the backs of coordinated efforts from global monetary authorities. So that’s the bottom then right? Well, one day doesn’t make a trend. But, it’s enough to get out of their way. There’s no sense rope-a-doping unless you’re really stubborn. We’re flat thankfully but then tomorrow’s another day.

From the headline you might think this was a 90/10 positive day as shorts were squeezed, but I can’t confirm that based on the data I’m seeing. The only flaw is that volume isn’t as heavy as previous sell-offs. But, no matter how you slice it an 11% plus up day is spectacular and that …

Maverick CapitalMaverick Capital Management Holdings AnalysisThis post is being written as part of HedgeFundBlogger.com's Investment Securities Tool which analyzes the holdings of hedge fund managers.Lee Ainslie started Maverick Capital back in 1993 with $38 million. Nowadays, the fund is worth $10 billion. Ainslie, like many of the other fund managers I've profiled, has a background rooted in learning from legendary great Julian Robertson at Tiger Management. So, due to the fact that these proteges learned from the best and have had great success running their own hedge funds, I continually try to find a reason not to follow these funds. And, needless to say I'm never successful. Some contacts over at Maverick have explained that their hedge fund strategy is straight up stock picking, both long and short. They made ...

Blue Ridge CapitalBlue Ridge Capital | John A. Griffin Holdings AnalysisThis post is being written as part of my Investment Securities Tool which analyzes the holdings of hedge fund managers.Blue Ridge Capital is ran by John A. Griffin. Griffin is similar to Steve Mandel at Lone Pine Capital and Lee Ainslie at Maverick Capital in that they all are 'Tiger Cubs' (a.k.a. pupils of Julian Robertson while at Tiger Management). Griffin though, is more well known because he was Julian Robertson's right hand man. So, needless to say, the dude knows his stuff. Blue Ridge seeks absolute returns by investing in companies who dominate their industries and shorting the companies who have fundamental problems. And, right off the bat that presents us with a bit ...

Lone Pine CapitalLone Pine Capital & Stephen Mendel - HoldingsThis post is being written as part of HedgeFundBlogger.com's Investment Securities Tool which analyzes the holdings of hedge fund managers.Lone Pine Capital, managed by Stephen Mandel Jr. Lone Pine is an $8 Billion fund that has returned over 25% annually ever since its inception in 1997. Why is Mandel worth following you might ask? Well, he served as a consumer/retail analyst for Tiger Management back in the day for legendary investor Julian Robertson. Robertson's proteges/right-hand men have been nicknamed the "Tiger Cubs" and many have started their own funds. So, not only has Mandel learned from one of the best, but he has put up some very solid returns himself. Mandel is well versed in the ...