Founder and CEO of hedge fund Pershing Square Capital Management
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“I expect that in the second Trump administration, Trump and his team will get the job done.”BankingPolitics
“@realDonaldTrump is going to win in a landslide.”ElectionsPolitics
“If by then, as I expect, Dean is polling substantially better than Biden against Trump, I predict that the party will choose Dean Phillips over Biden. The party will have no choice”ElectionsPolitics
“I would be very surprised if we don’t find ourselves in a world with persistent ~3% inflation”Economy
“The Fed cannot change its target now, but will likely do so in the future.”Economy
“in order to stop the inflationary spiral, the Fed will need to rapidly raise rates to 4-5% by next year, which hopefully will be enough to snuff inflation.”EconomyMarkets
“come the turn of the year, I think we are going to have meaningfully higher yields as people realize the economy is going to make a big recovery.”MarketsEconomy
“We are going to have an extremely strong economy coming in the fall”Economy
“I’d be surprised if it’s not gone within a year”Markets