Katherine Burton Stanley Druckenmiller has a warning for Wall Street: The sharp decline in the stock market isn't over just yet. Stanley Druckenmiller 's Duquesne Family Office sold its $35.9 million position in Facebook parent Meta . Data constructed from Duquesne's 13F filings for Q2 2022 and Q3 2022. You may opt-out by. Data is a real-time snapshot *Data is delayed at least 15 minutes. This quarter saw a ~43% selling at prices between ~$7.25 and ~$11.45. His Duquesne Capital manages between $5 billion and $8 billion in assets, and although he has technically closed. LinkedIn has officially entered its cringe era, and its working. Economists expect the first hike in March. By clicking Sign up, you agree to receive marketing emails from Insider At the 2022 investor day, Chevron's. Druckenmiller has lived through enough bear markets to know that investors can get their "head ripped off" in rallies if they start shorting stocks too aggressively. The remainder stake was disposed this quarter. He rarely does interviews, but this past October, he shared his thoughts at. It has a worth of 269.52M. The interviewer asked Druckenmiller how his positioning has changed recently and he said, he had been making money up until about six or eight months ago. At Dataromas, we let you explore the latest portfolios of super investors, their net worth, and much more from all around the globe. Please. Given the poor macroeconomic outlook and the Fed's stated willingness to cause damage to the labor market, Druckenmiller said he's not bullish on risk assets like stocks right now. It was sold down to a minutely small stake last quarter at prices between ~$29 and ~$45. His comments echo the weakness seen in US stock markets, which have tumbled this year. Stanley Druckenmiller Druckenmiller avait galement travaill avec Soros sur le Black Wednesday GBP Trade. There was a ~50% stake increase in Q3 2021 at prices between ~$28 and ~$44.50. This company mostly deals with, Palo Alto Networks is an American multinational cybersecurity corporation. After leaving this fund, he joined another fund known as Quantum Fund as a lead portfolio manager by George Soros. - Listen to #30 Diesen Ackman Hedgefonds kauft Holger! Q1 2021 saw a ~20% stake increase at prices between ~$213 and ~$245. The skyrocketing inflation has made it more important than ever to invest with macro conditions in mind. After working for a long time in his fund in the Duquesne Capital, he decided to put an end to his fund because he felt he is not able to return the best possible returns to his customers. Druckenmiller's stake was from funding rounds prior to the IPO. Its value in the stock price is $128.37M. This company is broadly spread in the whole world having. The main motive of this company targets the new webbing areas that include E-Commerce, cloud computing, digital streaming, and artificial intelligence. "You can have a period of 15, 20 years, 10 years where the market doesn't go anywhere. Traders watch the behavior of yields along the Treasury curve for guidance on economic direction. "I will be stunned if we don't have. The change made by this company is -216.37K. This Mobile incorporation is leading the United States with its amazing innovation and technology. S&P Index data is the property of Chicago Mercantile Exchange Inc. and its licensors. Booking Holdings (BKNG): BKNG was a small ~1% of the portfolio stake established in Q1 2021 at prices between ~$1886 and ~$2462. The stock is now at ~$249. If we start counting its branches in the whole world, we conclude that there are, Freeport-McMoRan Inc. is an American mining company. Legendary investor Stanley Druckenmiller said he will again be listening to the message of the bond market if the Federal Reserve backs away from its easy policies as promised. Stanley Druckenmiller says he'd be 'stunned' if recession doesn't happen in 2023 Billionaire investor Stanley Druckenmiller believes the Federal Reserve's attempt to quickly unwind the. It holds, Nuance Communication Inc. is an American multinational computer software technology corporation. Billionaire investor Stanley Druckenmiller said he would be shocked if there is not a recession in 2023 and predicted a hard landing at CNBC's Delivering Alpha Investor Summit in New York City. Billionaire investor Stanley Druckenmiller says the US economy is headed for a recession in 2023. (Photo by Kevin Dietsch/Getty Images), Forget About Too Big To Fail, Now Theres Too Big To Try, Who Would Become A Politician - Social Media Sows Divides And Divorce, Why Some Fund Managers Prefer Dividends Over Share Buybacks, Democracys Keynes Moment - Time To Bolster Democracy, Diverging World - Strong Labour Markets May Force The Fed To Hike Rates Further, Why Quants Could Win Big By Exploiting 2022's Macro Effects And What To Expect In 2023, Commodity Hedge Funds Ruled With Massive Returns In 2022. This is present at the Walt Disney Studio Complex. Its headquarter is based in Burlington, Massachusetts. I have no business relationship with any company whose stock is mentioned in this article. It is based on Stanley Druckenmiller's regulatory 13F Form filed on 11/14/2022. for the first time since '99," Subramanian said at the time. The headquarters of this incorporation is located in Bellevue, Washington, in the Seattle metropolitan area. The change made by this company is -34.02k and the percent change made by this company is -1%. Those fears are also present among investors, as stocks face the threat of downgraded corporate earnings. Some may consider Stan Druckenmiller to be one of the greatest macro investors of all time. as well as other partner offers and accept our, Photo by Neilson Barnard/Getty Images for New York Times, Registration on or use of this site constitutes acceptance of our. He noted that forecasters said last summer that the bond market was saying different things as the 10-year dropped, but he doesn't believe the bond market was actually saying anything. He described his positioning as a "matrix" of shorting fixed income, shorting stocks and not doing much in currencies but owning some commodities, specifically, oil. "We've had a hurricane behind us for 30 or 40 years, and it's reversing, and I wouldn't be surprised in fact, it's my central forecast the Dow won't be much higher in 10 years than it is today.". He had been the head of Dreyfus Fund, along with managing the Duquesne Fund. Duquesne Family Office investment and the portfolio have dumped more than 100 million dollars of Netflix stock and along with this got an, Stanley Druckenmiller has had an extraordinary return in these years. The tech-heavy Nasdaq 100 has dropped 24% year-to-date while the S&P 500 has lost 16%. Stanley Druckenmiller did not buy any new stocks in the current portfolio. It was a 2.47% of the portfolio position built in Q4 2020 at prices between ~$12.25 and ~$18.85. Legendary investor Stanley Druckenmiller said he will again be listening to the message of the bond market, if the Federal Reserve tightens policy as promised. Druckenmiller went on to explain how central banks responded to the disinflation caused by globalization since the 1980sand particularly after the 2008 Great Financial Crisiswith unsustainable policies that now have to be reworked. It has the worlds number operating system named after the company Microsoft office. T-Mobile US (TMUS) & rights: The large (top five) 5.47% TMUS stake was established in Q2 2020 at prices between ~$82 and ~$107. There was a ~63% stake increase this quarter at prices between ~$296 and ~$334. T-Mobile US Inc. is working as the largest wireless network in the United States. Photo by Neilson Barnard/Getty Images for New York Times Billionaire. Teck Resources (TECK): TECK is a 2.36% of the portfolio stake purchased in Q1 2022 at prices between ~$29 and ~$42. Coupang Inc. (CPNG): CPNG had an IPO last March. This company is associated with different functions of the computer such as developing, manufacturing licensing, and selling computer software. This company holds Shopee, SeaMonkey, and Garena, and Airplay limited. The holdings are concentrated with recent 13F reports showing around 60 positions, many of which are very small. It has many shareholders but the largest shareholder is the German telecommunication company known as Deutsche Telekom with a share of 43%. Central bank officials around the world are now moving away from the near-zero interest rates and quantitative easinga policy of buying mortgage-backed securities and government bonds in hopes of spurring lending and investmentthat have bolstered financial assets over the past few decades. Druckenmiller disagrees with the traditional wisdom taught in business school, which is that highly diversified portfolios have less risk. Billionaire Stanley Druckenmiller is downbeat on the markets right now and says the current bear market has some way to run. Jeunes en librairie est un dispositif d'ducation artistique et culturelle (EAC) et de soutien aux librairies indpendantes qui permet aux jeunes de dcouvrir les acteurs du secteur du livre et qui encourage l'achat de livres en librairie. Tradues em contexto de "bass by Roger" en ingls-portugus da Reverso Context : Again a lot of weight from the great guitar of Hell Hound and very present bass by Roger Vorhees. Graham used to buy companies that owned more assets than their market capitalization, but that doesn't work anymore. It has made a great change in the previous security structure of the United States. While the % change made by it is 377.55%. Starbucks holds the fourth position in the Stanley Druckenmiller holdings. Druckenmiller said his forecast is based on the Fed's approach to fighting inflation. Face aux difficults rencontres par de nombreuses manifestations depuis deux ans, Auvergne-Rhne-Alpes Livre et Lecture souhaite poursuivre la promotion des ftes et salons du livre de la rgion. In his recent interview with the Sohn Conference Foundation, Stanley Druckenmiller recommended investors be open-minded to the possibility of something really bad happening. The change made by this incorporation is 344.46 the % change made by it is 17%. It holds 5.72% in the portfolio. firm Palantir. Data is a real-time snapshot *Data is delayed at least 15 minutes. In this fund, he made a great amount which is reportedly 260 million dollars in the year 2008. FORTUNE is a trademark of Fortune Media IP Limited, registered in the U.S. and other countries. At the Sohn Investment Conference last week, Stan Druckenmiller of Duquesne Family Office shared the strategy he once used to outperform others significantly during rampant inflation. Objektivn a upmn recenze od panelu EXPERT, kter pome k informovanmu rozhodnut That doesn't mean you can't make money. Stanley Druckenmiller has a warning for Wall Street: The sharp decline in the stock market isnt over just yet. Druckenmiller is famous, arguably because he spent many years working for George Soros.. Stanley Druckenmiller was interviewed in Jack Schwager's New Market Wizards. When it comes to investing himself, Druckenmiller said he's taking a step back from trading. The holdings are concentrated with recent 13F reports showing around 60 positions, many of which are very small. Stay up to date with what you want to know. March 14, 2022 March 1, 2023; 0; How to contact Stanley Druckenmiller ? Prior to that, he managed George Soros's Quantum Fund between 1988 and 2000. This company is located in Seattle, Washington. Please visit our Tracking Stanley Druckenmiller's Duqeusne Portfolio series to get an idea of their investment philosophy and our previous update for the fund's moves during Q2 2022. Famed hedge fund manager Stanley Druckenmiller said the latest signs from the Federal Reserve indicate that policymakers will begin to limit their manipulation of the bond market. WSC is a 2.24% stake established in the two quarters through Q1 2022 at prices between ~$32 and ~$41 and it currently goes for $46.05. This company works according to geographical assets. Shares started trading at ~$37.50 and currently goes for $42.24. All this information of worth, change, and % portfolio was recorded in the year 2022. Central banks have been buying trillions of dollars worth of bonds, manipulating the price, so any potential signals that could have come from the bond market have been tainted. 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 of in indexes being at the same level a decade from now. He managed his own fund, Duquesne, from 1981 until converting it to a family office in 2010. Published Thu, Jun 9 2022 5:33 PM . AbCellera Biologics (ABCL) and Las Vegas Sands (LVS) Calls: These small (less than ~1% of the portfolio each) stakes were kept steady this quarter. Sea Limited (SE), PPG Industries (PPG), Meta Platforms (META), Alpha Metallurgical Resources I (AMR), Natera Inc. (NTRA), and Alnylam Pharma (ALNY): These are small (less than ~2% of the portfolio each) new stakes established during the quarter. Sie knnen Ihre Einstellungen jederzeit ndern. The worth of this company is $ 586.76M. Valuations have 80% explanatory power over the market's long-term returns, Subramanian's model shows. But to me the risk-reward is difficult right now.". Q4 2021 saw another ~15% stake increase at prices between ~$26 and ~$31. He now manages his money through a family office. Please visit our, series to get an idea of their investment philosophy and our previous. He described foreign exchange as "interesting" and still owns energy and other commodities. Druckenmiller will be surprised if he doesn't short the dollar at some point in the next six months. The investor said the Fed made a policy error when it came up with a "ridiculous theory of transitory," thinking inflation was driven by supply chain and demand factors largely associated with the pandemic. Its headquarters is present in Seattle, Washington. On the other hand, Duquesne believes that the stock market contains no such tainting. Based on this,. Here is a complete list of the top 10 holdings of Stanley Druckenmiller: Microsoft Corp. is an American multinational technology company. Then in 1981, he founded investment firm Duquesne Capital Management, which had a positive return every year until he decided in August 2010 to quit the hedge fund business and close his firm. But when he closed this fund, the capital had more than 12 billion dollars as working assets. This is a BETA experience. But Druckenmiller really made his name when he led George Soross bet against the British pound in 1992, helping the billionaire pocket a cool $1.5 billion profit in a single month. It is number two in the top 10 holdings. It has millions of subscribers. Of course, if one industry is struggling while the others are fine, it doesn't necessarily mean a recession is coming. If you don't know Druckenmiller, he is a legend in US investing. All this information of shares, worth, and change is taken in the year 2022. Druckenmiller points out that globalization has a deflationary effect because it increases worker productivity and speeds up technological advancement, but now thats gone. Stanley Freeman Druckenmiller is an American Investor, Hedge Fund manager, and finance guru. Druckenmiller's dismal forecast for the broader market is shared by some on Wall Street. The stock is now at ~$1966. How to Geta Free Flight to Hong Kong in 500,000 Airline Ticket Giveaway, Stocks Drop for a Second Day; Yields Stay Elevated: Markets Wrap, The SPAC Fad Is Ending in a Pile of Bankruptcies and Fire Sales, Apple Suppliers Are Racing to Exit China, AirPods Maker Says, Microsoft Expands Game Pass as Regulators Fret Over Activision Deal. Druckenmiller said the driver of those losses is down to the Federal Reserve and the central bank's approach in fighting inflation that he says will ultimately lead the US into a recession at some point next year, CNBC reported. This company is a famous software technology company with many amazing features. He has contributed as a former chairman and president of Duquesne Capital. They add up to ~44% of the portfolio. T-Mobile US Inc. holds 8.53% of the total portfolio percentage. This shift is a result of the globalization that characterized the past few decades fading amid the war in Ukraine and U.S.-China tensions. This quarter saw another two-thirds selling at prices between ~$25 and ~$33. Until 2000, he worked for George Soros. My best guess is that were six months into a bear market, Druckenmiller, who runs Duquesne Family Office, said Thursday at the 2022 Sohn Investment Conference. Next quarter saw a ~70% selling at prices between ~$5.50 and ~$12.90. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Tietosuojakytnnstmme ja evstekytnnstmme voit lukea listietoa siit, miten kytmme tietojasi. He noted that the war in Ukraine gave the commodity trade an extended life. The 13F portfolio value increased ~28% from $1.38B to $1.76B this quarter. The legendary investor founded his hedge fund, Duquesne Capital, in 1981, and routinely outperformed the majority of his peers on Wall Street over the coming decades, delivering an annual average return of 30% from 1986 to 2010, according to Yahoo Finance. 11 min read In this article we take a look at the Stan Druckenmiller Portfolio: Top 10 Stock Picks.. Jun 10, 2022, 1:47 AM Stanley Druckenmiller forecasted more of a decline in US stock markets and a recession by 2023. So is Amazon. In the first quarter of 2022, Stanley Druckenmiller took positions in Coterra Energy (CTRA), as well as Philips (PSX), and topped up an existing position . The % change made by this company is 457.79%. We want to hear from you. The largest five stakes are Coupang, Eli Lilly, Amazon.com, Chevron, and T-Mobile US. Live market coverage co-anchored from Hong Kong and New York. It holds a share of 764.71K. This company holds 4.41% of the total portfolio. This documentary-style series follows investigative journalists as they uncover the truth. I/we have a beneficial long position in the shares of AMZN, CPNG, META either through stock ownership, options, or other derivatives. Michelle Jones contributed to this report. It has shares of 2.34M. He anticipates returning to short equity positions at some point if the market affords him to do so. Focused on cloning strategies by analyzing 13F reports of a curated set of around fifty super-investors and generating Absolute Returns thru exploiting inefficiency, volatility, and momentum. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. If he likes an idea intuitively, and it ticks a bunch of boxes on his macro matrix, he moves quickly to put the position on. Kernen also mentioned a conversation they had in the spring when the 10-year Treasury was yielding just 1.36%. Its headquarter is based in Burlington, Massachusetts. . But the leading investors views are still widely followed on Wall Street. Stanley Druckenmiller says he'd be 'stunned' if recession doesn't happen in 2023, The central bank last week raised rates by three-quarters of a percentage point, Don't bet that the bottom is in for what were high-growth tech firms, private equity investors say, David Einhorn on his winning short 'bubble basket' strategy that he's continuing, Stock pickers continue to shine after a better year and here are their favorite names in 2023. You could have made plenty of money in the '70s. Sign up for theFortune Features email list so you dont miss our biggest features, exclusive interviews, and investigations. Last quarter saw a ~55% reduction at prices between ~$26 and ~$46. This company holds the fifth position in the Stanley Druckenmiller current portfolio and holdings. The nice thing is, there were companies that did very, very well in that environment back then, Druckenmiller said, referencing the stock markets flat trading seen between 66 and 82. Legendary investor Stanley Druckenmiller said he will again be listening to the message of the bond market if the Federal Reserve backs away from its easy policies as promised. Nuance Communication Inc. is an American multinational computer software technology corporation. There was a ~6% stake increase this quarter. This company also has its hand involved in electronic commerce and digital financial services. Druckenmiller made the comments at the CNBC Delivering Alpha conference on Wednesday. It covers 3.47% of the total portfolio. "Canaries are chirping PPG, a barometer of industrial activity, aborted guidance on supply chain woes; credit spreads have stealthily widened, and our valuation model (~80% explanatory power for S&P 10yr returns) now indicates negative returns (-0.8% p.a.) There was a marginal increase this quarter. Hello friends! The top three positions are at ~33% of the portfolio. It has millions of subscribers. Freeport company is a well-known company in the world. Klicken Sie auf Einstellungen verwalten um weitere Informationen zu erhalten und Ihre Einstellungen zu verwalten. He did that by focusing on bonds and Treasuries and ignoring equities. In May, the Fed raised the benchmark rate by 0.5 percentage points, its first double-sized hike since 2000 to bring down inflation and draw a line under years of easy monetary policy. This company is broadly spread in the whole world having 70,000 organizations that are working in 150 different countries. He worked as a Chairman and CEO. All these companies are proved to the subsidiaries of Sea Ltd. This data is extracted from the year 2021. This company is the number 1 company in his portfolio having 2.64M shares. They add up to ~44% of the portfolio. I am not receiving compensation for it (other than from Seeking Alpha). This quarter saw the position reduced to a very small 0.15% stake at prices between ~$118 and ~$194. the worth of this company is $152.22M. He said that the bond market hadn't signaled anything over the last 10 or 11 years because the world's central banks have been manipulating bond prices. "Given the extent of the asset bubble and the destruction in the markets, given what's going on in Ukraine, giving zero Covid policy in China, I don't take a lot of comfort from that," he said. It covers 4.42% of the total portfolio. This company mostly deals with copper-related products such as concentrate copper, refined copper, and traded copper. If we start counting its branches in the whole world, we conclude that there are 32,660 stores of Starbucks present in 83 countries. The latest Stanley Druckenmiller 13F filing has reported a few changes in the portfolio. And the legendary investor, who has never had a down year in the markets, fears it could be something even worse. Got a confidential news tip? Source: John Vincent. That was followed with a ~75% selling this quarter at prices between ~$233 and ~$294. Its worth is $163.15M. "What I find so exciting about yesterday is if the Fed now behaves as Chairman [Jerome] Powell suggested they will in the months ahead, we can now heed the message of the bond market again no matter what it may be," Druckenmiller told CNBC's Joe Kernen in an email shared Thursday morning on " Squawk Box ." "All those factors that cause a bull market, they're not only stopping, they're reversing every one of them," Druckenmiller said. Victor J. BlueBloomberg/Getty Images After a hotter-than-expected inflation reading. It also made an important collaboration with Siri and Apple. Stanley Druckenmiller may be one of the greatest compounding money machines in history. "I don't rule out something really bad," he said. I'm pretty much taking a break," he said. CNBC Billionaire investor Stanley. Stanley Druckenmiller struck an pessimistic tone about the markets, seeing a turbulent road ahead as the Federal Reserve struggles to engineer a soft landing. There are 38 securities that are significantly large (more than ~0.5% of the portfolio each) and they are the focus of this article. These changes made in the portfolio mean a great deal to the company. In the Stanley Druckenmiller portfolio, it stands on the 9th number as a holding. Stanley Druckenmiller stock portfolio shows that they have made a great deal of profit as compared to what they have lost. Below is a spreadsheet that highlights the changes to Stanley Druckenmiller's Duquesne Family Office 13F stock portfolio as of Q3 2022: Stanley Druckenmiller - Duquesne Family Office's Q3 2022 13F Report Q/Q Comparison (John Vincent (author)). A Division of NBCUniversal. I am not receiving compensation for it (other than from Seeking Alpha). Stan started his career as a bank analyst and learned from inside the stock market that it had a remarkably "prescient" message about future economic activity. It is the . The stock currently trades at ~$140. He had tried his luck in many different investment businesses. After working for a long time in his fund in the Duquesne Capital, he decided to put an end to his fund because he felt he is not able to return the best possible returns to his customers. Note: TECK has seen a previous recent roundtrip. Its shares include 684.34K. Stanley Druckenmillers 13F portfolio value increased from $1.38B to $1.76B this quarter. Stanley Druckenmiller is an American investor, hedge fund manager, and philanthropist. I have no business relationship with any company whose stock is mentioned in this article. After this in the same year 2018, a well-known personality who has been the former Google and Softbank executive Nikesh Arora also became a part of this company. This decision is yet to finalize. In the year 2018, this Palo Alto company was at the 8th position in the Forbes in the field of security. Microsoft Corporation (MSFT): MSFT is now a 2.56% of the portfolio position. Are you searching on google for How to contact Stanley Druckenmiller? He spearheaded the. It has a great role in language recognition and artificial intelligence. He has been working as a management trainee in Pittsburgh National Bank where he later became the head of the banks equity research group. Sea Ltd ADR is a consumer internet company. He rarely does interviews, but. 2022 9:21 AM . I don't know the timing but certainly by the end of '23. Track your investments 24 hours a day, around the clock from around the world. Are you a follower of Stanley Druckenmiller ? It created a 0% change in the holdings. Source: More Money Than God He is well-known for going "for the jugular," something that Soros taught him: They also increased DataDog and Workday substantially this quarter. The nearly $9 trillion balance sheet more than doubled during the pandemic and was bloated by the central bank's purchases of mortgage-backed securities and Treasurys. Bloomberg Daybreak Asia. Tracking Stanley Druckenmiller's Duqeusne Portfolio, Trend Following: Learn to Make Millions in Up or Down Markets. There was a ~28% selling in the last two quarters at prices between ~$136 and ~$181. In Stanley Druckenmillers Portfolio, this company holds the 7th position. Portfolio Period: Q3 - 13F Filing of 2022 Stanley Druckenmiller Portfolio Value: $1.74 Billion Stanley Druckenmiller's Stock Holdings Search: Stock % Portfolio Value Shares % Change Dies geschieht in Ihren Datenschutzeinstellungen. Voit muuttaa valintojasi milloin tahansa siirtymll yksityisyydenhallinta-asetuksiisi. It has, In the Stanley Druckenmiller portfolio, it stands on the 9, This Disney Walt company is actually known as Disney. Live from New York and Hong Kong, bringing you the essential stories from the close of the U.S. markets to the open of trading across Asia. 2023 CNBC LLC. At various times we had two 60 percent rallies," he said. Antero Resources (AR) and Cenovus Energy (CVE): These small (less than ~1% of the portfolio each) stakes were reduced during the quarter. Interestingly, Duquesne also tends to move on an investment thesis first and then research it later. The net worth of this company is $123.99M. He explained that he doesn't use the types of signals traditional economists use to predict the economy, like employment, macro factors and top-down statistics. While the percent change made by this company is -22%. Its headquarters are based in Burbank California. (Photo by Kevin Dietsch/Getty Images). The current position was built in 2017 at prices between ~$60 and ~$90. He noted that he has never seen an environment with 8% inflation and weak bond yields of around 3%. Druckenmiller also feels that retail is significantly weaker than it should be, given the "supposed" GDP numbers. He also said the Fed will be discussing reducing the size of its balance sheet at the next several meetings. Here's an excerpt from the interview: . He explained that if these leading industries are turning up or down, it signals what the economy is about to do. Freeport McMoRan (FCX): FCX is a 1.81% of the portfolio position purchased in Q4 2019 at prices between ~$10 and ~$13.50. It is currently their largest stake at ~18% of the portfolio. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. This is a Singaporean internet company. Stanley Druckenmiller, founder and CEO of Duquesne Family Office, speaks at the CNBC Delivering Alpha conference in New York on September 28, 2022. He advised investors to remain paranoid, constantly reevaluate their open positions, and keep an open mind. "As long as the Fed follows through on this, I will once again be 'listening to the bond market' in the months ahead, as I did my first 35 years in the business," Druckenmiller said. Verwalten um weitere Informationen zu erhalten und Ihre Einstellungen zu verwalten our, series to get idea... Deutsche Telekom with a share of 43 % 15 minutes from the interview.. Through a family office sold its $ 35.9 million position in Facebook parent Meta Duqeusne portfolio, it on. But this past October, he shared his thoughts at % of the greatest compounding money machines history. Legend in US stock markets, fears it could be something even worse be something even worse he! 60 percent rallies, '' he said the war in Ukraine and U.S.-China tensions information., in the holdings six months in up or down, it does n't necessarily mean a in... 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Cybersecurity corporation should be, given the `` supposed '' GDP numbers Treasuries ignoring... `` supposed '' GDP numbers an IPO last March are fine, it signals the! Interview with the traditional wisdom taught in business school, which have tumbled this year the war Ukraine... As compared to what they have lost commodity Trade an extended life as compared to what they have plenty... The behavior of yields along the Treasury curve for guidance on economic direction later became the head the! Bond yields of around 3 % 9, this Palo Alto Networks is an American multinational computer software company.