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Monday September 22nd 2008
http://online.barrons.com/article/SB122186337603558457.html?mod=rss_barrons_this_week_magazine
The Pain of Deleveraging Will Be Deep and Wide
Felix Zulauf, Founder, Zulauf Asset Management
By LAWRENCE C. STRAUSS | MORE ARTICLES BY AUTHOR
AN INTERVIEW WITH FELIX ZULAUF: A bleak long-term view on stocks.
AS THE CREDIT CRISIS INTENSIFIED LAST WEEK, radically altering the Wall Street landscape and the government's role in stabilizing the financial system, Barron's sought out Switzerland-based Felix Zulauf for a global macro perspective. A longtime member of Barron's Roundtable, the founder of Zulauf Asset Management is now equity-averse -- he prefers gold and government bonds -- but further out, sees untapped growth potential in emerging-markets.
