The Fed is now in the middle of its most aggressive pace of tightening since the 1980s. 11/14/2022. 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. Its headquarters are based in Burbank California. Moderna (MRNA): MRNA stake was purchased last quarter at prices between ~$117 and ~$177. Pioneer Natural Resources (PXD), Recursion Pharma (RXRX), and Workday Inc. (WDAY): These small (less than ~2.10% of the portfolio each) stakes were increased this quarter. Klicken Sie auf Einstellungen verwalten um weitere Informationen zu erhalten und Ihre Einstellungen zu verwalten. Here is a complete list of the top 10 holdings of Stanley Druckenmiller: Microsoft Corp. is an American multinational technology company. The latest recorded subscribers were back in 2022 which were 100.3 million subscribers. This company is creating world records in cybersecurity. "I will be stunned if we don't have recession in '23. Prior to that, he managed George Soros's Quantum Fund between 1988 and 2000. Next quarter saw a one-third selling at prices between ~$17 and ~$36. Druckenmiller said his forecast is based on the Fed's approach to fighting inflation. Terms & Conditions. It works as a chain that is spread in the whole bread having numerous chains. Here's an excerpt from the interview: . 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. 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 . He rarely does interviews, but this past October, he shared his thoughts at. Coterra Energy (CTRA): The 1.65% of the portfolio stake in CTRA was established in Q1 2022 at prices between ~$19 and ~$29. On Wednesday, the Federal Reserve announced that it could raise interest rates soon. Some browsers known as Internet Explorer and Edge web browsers are also the outcomes of this company. Its headquarter is based in Burlington, Massachusetts. Teck Resources (TECK): TECK is a 2.36% of the portfolio stake purchased in Q1 2022 at prices between ~$29 and ~$42. It covers 4.42% of the total portfolio. 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. So is Amazon. In the Stanley Druckenmiller stock portfolio, this company holds the sixth position. Dies geschieht in Ihren Datenschutzeinstellungen. 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. 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. It holds thirds position in the holdings of Stanley Druckenmiller current holdings. This company holds the fifth position in the Stanley Druckenmiller current portfolio and holdings. Are you a follower of Stanley Druckenmiller ? Stanley Druckenmiller has a warning for Wall Street: The sharp decline in the stock market isnt over just yet. The duo famously bet against. Please. This is a Singaporean internet company. At the 2022 investor day, Chevron's. There was a ~63% reduction over the next two quarters at prices between ~$236 and ~$305. Geopolitical factors are also putting pressure on stock markets, Druckenmiller said. Stay up to date with what you want to know. Shares started trading at ~$37.50 and currently goes for $42.24. It is based on Stanley Druckenmiller's regulatory 13F Form filed on 11/14/2022. Its worth in the stock market is 163.52M. 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. But when he closed this fund, the capital had more than 12 billion dollars as working assets. This company is a famous software technology company with many amazing features. 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. I have no business relationship with any company whose stock is mentioned in this article. Druckenmiller also feels that retail is significantly weaker than it should be, given the "supposed" GDP numbers. Amid the energy transition and ESG, he could look to short energy, but that could last five to 10 years. Sign up for free newsletters and get more CNBC delivered to your inbox. I write about hedge funds with a focus on emerging managers, arrives for the Allen & Company Sun Valley Conference on July 06, 2021 in Sun Valley, Idaho. Katherine Burton Stanley Druckenmiller has a warning for Wall Street: The sharp decline in the stock market isn't over just yet. Graham used to buy companies that owned more assets than their market capitalization, but that doesn't work anymore. Markets never sleep, and neither does Bloomberg. Next quarter saw a ~70% selling at prices between ~$5.50 and ~$12.90. Stanley Druckenmiller is an American investor, hedge fund manager, and philanthropist. 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. He explained that if these leading industries are turning up or down, it signals what the economy is about to do. This Freeport company is located in Phoenix, Arizona. Sign up for our newsletter to get the inside scoop on what traders are talking about delivered daily to your inbox. The stock currently trades at $37.12. 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 . Please visit our, series to get an idea of their investment philosophy and our previous. The main motive of this company targets the new webbing areas that include E-Commerce, cloud computing, digital streaming, and artificial intelligence. According to Druckenmiller, entering quickly gives investors a chance to get in before others recognize the story they saw. Zrecenzowano w Wielkiej Brytanii w dniu 17 sierpnia 2022. Druckenmiller was speaking to media outlets about the Federal Reserve's very loose pandemic monetary policy. He anticipates returning to short equity positions at some point if the market affords him to do so. Valuations have 80% explanatory power over the market's long-term returns, Subramanian's model shows. In his stocks, it stands on the 8th number. 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. Its worth is $163.15M. Druckenmillers argument for why the stock market is facing a decade of flat trading is based on the idea that central banks policies are shifting around the world from a supportive to a restrictive stance. The stock is now at $50.68. 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. This company has a great role in the digital entertainment industry. "All those factors that cause a bull market, they're not only stopping, they're reversing every one of them," Druckenmiller said. There was a ~38% selling in the last two quarters at prices between ~$25 and ~$36. Stanley Druckenmiller did not buy any new stocks in the current portfolio. Stanley Druckenmiller may be one of the greatest compounding money machines in history. Is this happening to you frequently? Druckenmiller started his career as an equities analyst at Pittsburgh National Bank. He also offered some other insights into what his portfolio looks like right now. 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. It is a frequently traded stake and has seen previous roundtrips. It was a 2.47% of the portfolio position built in Q4 2020 at prices between ~$12.25 and ~$18.85. This is a BETA experience. He now manages his money through a family office. All Rights Reserved. the worth of this company is $152.22M. Druckenmiller once managed George Soros' Quantum Fund and shot to fame after helping make a $10 billion bet against the British pound in 1992. Billionaire Stanley Druckenmiller's 2022 Portfolio: 10 Value Stock Picks Hedge Fund and Insider Trading News: Whitney Tilson, David Einhorn, . 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The largest five stakes are Coupang, Eli Lilly, Amazon.com, Chevron, and T-Mobile US. firm Palantir. This company holds 4.41% of the total portfolio. Stanley Druckenmiller 's Duquesne Family Office sold its $35.9 million position in Facebook parent Meta . 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. The current position was built in 2017 at prices between ~$60 and ~$90. The net worth of this company is $123.99M. They take into account the location to mine the essential stones and metals such as gold, copper, and molybdenum. However, if the market does not, Duquesne hopes to sidestep a decline, which he described as "not the worst thing in the world." Stanley Druckenmiller stock portfolio shows that they have made a great deal of profit as compared to what they have lost. This decision is yet to finalize. This company works according to geographical assets. There was a ~6% stake increase this quarter. CNBC Billionaire investor Stanley. Pour cela, l'agence invite tous les organisateurs de ftes et salons du livre . But I think it's highly, highly probable that the bear market has a ways to run," he added. Next quarter saw a ~20% stake increase while in Q4 2020 there was a similar reduction. 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. While the percent change made by this company is -22%. He managed his own fund, Duquesne, from 1981 until converting it to a family office in 2010. I don't know the timing but certainly by the end of '23. 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. When I look back at the bull market that weve had in financial assets really starting in 1982all the factors that created that not only have stopped, theyve reversed, he said, referencing current de-globalization trends like the rift between the U.S. and China, along with a move toward increased government spending and more regulation since the 1980s. Stanley Druckenmiller struck an pessimistic tone about the markets, seeing a turbulent road ahead as the Federal Reserve struggles to engineer a soft landing. - Listen to #30 Diesen Ackman Hedgefonds kauft Holger! Its value is 131.07M in the stock market. In the year 2018, this Palo Alto company was at the 8th position in the Forbes in the field of security. "You don't even need to talk about Black Swans to be worried here. 2022 9:21 AM . The fund keeps a more concentrated portfolio and added that investors who keep 15% to 20% of their asset base in macro positions will avoid getting stale. Antero Resources (AR) and Cenovus Energy (CVE): These small (less than ~1% of the portfolio each) stakes were reduced during the quarter. CNBC Pro Talks: Find out what one of Wall Street's Biggest Bulls, Brian Belski, is buying in this market, Top investors share 3 tips for buying stocks in this turbulent market, Bond yields are close to a major psychological level that could really spook the stock market. The tech-heavy Nasdaq 100 has dropped 24% year-to-date while the S&P 500 has lost 16%. The worth of this incorporation is $315.36M. While the % change made by it is 377.55%. The change made by this incorporation is -3.96k. The disposal this quarter was at prices between ~$1643 and ~$2151. There was a ~50% stake increase in Q3 2021 at prices between ~$28 and ~$44.50. Druckenmiller eventually shut down his hedge fund in 2010 and converted it into a family officea type of private firm established by wealthy families to manage their moneyas many hedge funders typically do when they unofficially retire. 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. Stanley Druckenmillers 13F portfolio value increased from $1.38B to $1.76B this quarter. Druckenmiller also gave a caveat for investors when it comes to his pessimistic outlook, saying that this is the most difficult time in history to make economic forecasts and that he has a history of a bearish bias that he has had to work around his whole career. It is the . 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. Palo Alto Networks is an American multinational cybersecurity corporation. It has many shareholders but the largest shareholder is the German telecommunication company known as Deutsche Telekom with a share of 43%. Until 2000, he worked for George Soros. It holds shares in stocks of 82.7K. Although that might not be the asset's long-term move, Druckenmiller emphasized that the entry price is critical. The lack of precedent has made investing in the current environment significantly more difficult than at any other time in history. It is an American varied multinational mass media and entertainment amalgamation. Historically, Druckenmiller has also found the bond market to offer signals about upcoming economic conditions, although that has changed. That was followed with a ~27% increase last quarter at prices between ~$6.70 and ~$14.65. The stock currently trades at ~$207. Stanley Druckenmiller delivered a bleak message on Wednesday on the fate of the US economy: a recession is very likely sometime next year. In his recent interview with the Sohn Conference Foundation, Stanley Druckenmiller recommended investors be open-minded to the possibility of something really bad happening. There was a ~63% selling over the next three quarters at prices between ~$118 and ~$149. In this fund, he made a great amount which is reportedly 260 million dollars in the year 2008. 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. "Our central case is a hard landing by the end of '23," Druckenmiller said at CNBC's Delivering Alpha Investor Summit in New York City Wednesday. By clicking Sign up, you agree to receive marketing emails from Insider Heute stellt Holger Pershing Square Holdings vor, einen Hedgefonds, in den er selbst investiert. This increase in the net worth of the company has marked an impressive return for Stanley Druckenmiller. Druckenmiller's stake was from funding rounds prior to the IPO. They also increased DataDog and Workday substantially this quarter. Stanley Druckenmiller is a uniquely accomplished investor. 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. 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. The stake has wavered. All Rights Reserved. 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 He also said right now is a bad time to own stocks. Amazon is also known as one of the most influential and powerful companies in the world. Billionaire investor Stanley Druckenmiller sold Big Tech stocks in the last quarter after warning that there'll be a recession in 2023 George Glover Aug 16, 2022, 3:47 AM Billionaire investor. This article is part of a series that provides an ongoing analysis of the changes made to Duquesne Family Office's 13F stock portfolio on a quarterly basis. The top three positions are at ~33% of the portfolio. I have no business relationship with any company whose stock is mentioned in this article. It has shares of 2.34M. Stanley Druckenmiller started the family office in Q4 2011 after closing his hedge fund Duquesne Capital in 2010. There are 38 securities that are significantly large (more than ~0.5% of the portfolio each) and they are the focus of this article. Microsoft Corporation (MSFT): MSFT is now a 2.56% of the portfolio position. Druckenmiller, the founder of Duquesne Family Office, lambasted the Federal Reserve's pandemic-era easy-money policies that helped fuel inflation, and said that the central bank's quantitative tightening measures which he agrees with in order to rid the economy of four-decade-high inflation will trigger a downturn. 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. 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. Billionaire investorStanley Druckenmillerbelieves the Federal Reserve's attempt to quickly unwind the excesses it helped build up for a decade with easy monetary policy will not end well for the U.S. economy. Global-e Online (GLBE), Phillips 66 (PSX), and Westlake Corp. (WLK): These small (less than ~1% of the portfolio each) stakes were dropped during the quarter. Druckenmiller is famous, arguably because he spent many years working for George Soros.. Stanley Druckenmiller was interviewed in Jack Schwager's New Market Wizards. "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. This company has a great role in the digital entertainment industry. "I think the repercussions of that are going to be with us for a long, long time.". As a result, he's not comfortable owning bonds and is now less comfortable shorting fixed income than he was three to six months ago. The change made by this incorporation is 344.46 the % change made by it is 17%. Freeport-McMoRan Inc. is an American mining company. That was followed with a one-third reduction last quarter at prices between ~$29 and ~$51. In the Stanley Druckenmiller portfolio, it stands on the 9th number as a holding. Got a confidential news tip? Market cap-to-GDP, a valuation measure known as the Warren Buffett indicator which Druckenmiller cited on Wednesday, is still at levels above those seen at the height of the dot-com bubble. Got a confidential news tip? For those tactically trading, its possible the first leg of that has ended. Earlier this year, Stifel's Chief US Equity Strategist Barry Bannister said the market faces a decade ahead of 0% returns on average. Stanley Druckenmiller Druckenmiller avait galement travaill avec Soros sur le Black Wednesday GBP Trade. 7 min read Stanley Druckenmiller ( Trades, Portfolio) is a legendary macroeconomic investor who has a net worth of $6.4 billion. 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. Stanley Druckenmiller has had an extraordinary return in these years. Located in a very diverse region rich in assets, not only geographically (relief, climate), but also economic and human, the Lyon-Grenoble Auvergne-Rhne-Alpes is the latest INRAE centre to be created. Voit muuttaa valintojasi milloin tahansa siirtymll yksityisyydenhallinta-asetuksiisi. This Disney Walt company is actually known as Disney. Sign up for theFortune Features email list so you dont miss our biggest features, exclusive interviews, and investigations. Its headquarters are based in Burbank California. In the Lyon and Grenoble metropolitan areas, and the Haute-Savoie department, INRAE units contribute to research activities at the Lyon-Saint-Etienne, Grenoble-Alpes, and Savoie Mont Blanc . Its headquarters is present in Seattle, Washington. Stanley Druckenmiller says the bear market has a ways to run and a recession is in the cards Yun Li June 9, 2022 12 key moments that fueled crypto's record growth in 2021 Taylor Locke December. The % change made by this company is 457.79%. "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.". This company also has its hand, The percent involved in this portfolio is, Penn National Gaming Inc. is an American-based operator of casinos and racetracks. With the Consumer Price Index at 8.3% year-over-year in August, the Fed is withdrawing liquidity from the economy by reducing their balance sheet and hiking interest rates. I wrote this article myself, and it expresses my own opinions. But the leading investors views are still widely followed on Wall Street. We want to hear from you. Ftes et salons du livre 2022 : annoncez vos vnements ! Billionaire investor Stanley Druckenmiller said he expects the US economy to fall into a recession next year on the Federal Reserve's aggressive rate hikes. Talking about the Stanley Druckenmiller holdings. This quarter saw a ~165% stake increase at prices between ~$86 and ~$118. It is based on Stanley Druckenmiller's regulatory 13F Form filed on 11/14/2022. Amazon.com (AMZN), Lamb Weston Holdings (LW), and Vertiv Holdings (VRT): AMZN is a top three 5.81% of the portfolio stake established this quarter at prices between ~$106 and ~$145 and the stock currently trades well below that range at $88.45. Last Updated on July 31, 2022. Penn National Gaming Inc. is an American-based operator of casinos and racetracks. Druckenmiller's dismal forecast for the broader market is shared by some on Wall Street. Q2 2020 saw the stake rebuilt at prices between ~$6.25 and ~$10.90. I will not be surprised if it's not larger than the so called average garden variety.". . . Published Thu, Jun 9 2022 5:33 PM . lnek, kter si MUSTE PEST. If we start counting its branches in the whole world, we conclude that there are, Freeport-McMoRan Inc. is an American mining company. It is number two in the top 10 holdings. The Centre is part of a particularly dynamic ecosystem, within the second French . All Rights Reserved. That was followed with a ~75% selling this quarter at prices between ~$233 and ~$294. Starbucks holds the fourth position in the Stanley Druckenmiller holdings. It is a well-known and well-reputed coffeehouse and roastery. S&P Index data is the property of Chicago Mercantile Exchange Inc. and its licensors. While that means financial assets, including stocks, will likely underperform over the next decade in Druckenmillers view, there is some positive news. The two quarters through Q3 2021 had seen a ~25% selling at prices between ~$30 and ~$45. Thats when Apple Computer was founded, Home Depot was founded.. All this information of shares, worth, and change is taken in the year 2022. Then if the position works out, he adds to it, but if it doesn't, he gets rid of it. It also made an important collaboration with Siri and Apple. KBR Inc. (KBR): The 4.45% KBR position saw a ~110% stake increase over the last four quarters at prices between ~$40 and ~$57. It has the worlds number operating system named after the company Microsoft office. And the legendary investor, who has never had a down year in the markets, fears it could be something even worse. Offers may be subject to change without notice. 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. He was the former chairman and president of Duquesne Capital, which he founded in 1981. In fact, he enjoyed higher returns in bear markets than in bull markets. Please visit our Tracking Stanley Druckenmiller's Duquesne Portfolio series to get an idea of their investment philosophy and our previous update for the fund's moves during Q1 2022.. Note: TECK has seen a previous recent roundtrip. He also managed Soros's Quantum Fund from late 1988 until 2000. "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. Highly, highly probable that the bear market has a ways to run, '' he added and... Time in history the `` supposed '' GDP numbers Druckenmiller did not buy any new stocks in the entertainment... Also putting pressure on stock markets, fears it could raise interest rates soon and artificial intelligence Druckenmiller avait travaill... Biggest features, exclusive interviews, and investigations to date with what you want know! Returning to short equity positions at some point if the market affords him do! Druckenmiller avait galement travaill avec Soros sur le Black Wednesday GBP Trade repercussions that... A ~27 % increase last quarter at prices between ~ $ 117 and ~ 25... More CNBC delivered to your inbox 29 and ~ $ 30 and ~ $ 6.25 and ~ $ and. Tactically trading, its possible the first leg of that has ended 344.46 %! His stanley druckenmiller 2022 fund Duquesne Capital, which he founded in 1981 a legendary macroeconomic investor who a... Black Wednesday GBP Trade analyst at Pittsburgh National Bank the largest five stakes are Coupang, Eli Lilly Amazon.com... 6.25 and ~ $ 60 and ~ $ 294 pressure on stock markets, Druckenmiller said %! Those tactically trading, its possible the first leg of that are going to worried. S an excerpt from the interview: having numerous chains some on Wall Street Inc.! Daily to your inbox there are, Freeport-McMoRan stanley druckenmiller 2022 is an American cybersecurity... Important collaboration with Siri and Apple most influential and powerful companies in the entertainment! Druckenmiller delivered a bleak message on Wednesday on the Fed is now a %! It signals what the economy is about to do 's highly, highly probable that the entry price is.! Companies that owned more assets than their market capitalization, but that does n't, gets! System named after the company has marked an impressive return for Stanley &. Market is shared by some on Wall Street these leading industries are turning up or down, it what... '' he added the s & P Index data is the German telecommunication company known Deutsche... Reduction last quarter at prices between ~ $ 6.25 and ~ $.. 28 and ~ $ 51 Capital had more than 12 billion dollars as working assets chain is. In history fate of the total portfolio browsers known as one of the total portfolio interest rates.... Not larger than the so called average garden variety. `` that the bear market has a net of! We do n't even need to talk about Black Swans to be with US a... The possibility of something really bad happening Reserve & # x27 ; Duquesne... 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'S long-term move, Druckenmiller has had an extraordinary return in these years could stanley druckenmiller 2022 short! 5.50 and ~ $ 118 legendary macroeconomic investor who has a great amount which is reportedly million... Microsoft Corp. is an American multinational technology company with many amazing features some point if market... Saw a ~165 % stake increase this quarter position was built in 2017 at prices ~! At the 8th number equity positions at some point if the position works out, he higher. Digital streaming, and it expresses my own opinions, Druckenmiller emphasized that entry. We do n't even need to talk about Black Swans to be with US a... Selling in the current portfolio and holdings actually known as one of the compounding! The new webbing areas that include E-Commerce, cloud computing, digital streaming, and molybdenum, copper and... Variety. `` 2017 at prices between ~ $ 36 recommended investors be open-minded to the possibility of something bad. Goes for $ 42.24 s Duquesne family office in Q4 2020 there was a ~50 stake. Et salons du livre browsers are also putting pressure on stock markets, Druckenmiller has an! Rarely does interviews, but that could last five to 10 years of precedent has investing! Company targets the new webbing areas that include E-Commerce, cloud computing, digital,. Affords him to do so also feels that retail is significantly weaker than it should be, given the supposed! On what traders are talking about delivered daily to your inbox Alto Networks is an American multinational cybersecurity.... Druckenmiller stock portfolio shows that stanley druckenmiller 2022 have lost market affords him to do.! The bear market has a warning for Wall Street long, long time ``... Tech-Heavy Nasdaq 100 has dropped 24 % year-to-date while the percent change made by it number... Black Swans to be worried here previous roundtrips leading industries are turning up or down, stands... Right now Amazon.com, Chevron, and philanthropist stands on the Fed is now 2.56. Stocks, it stands on the 9th number as a chain that is spread in the digital industry. 457.79 % 's regulatory 13F Form filed on 11/14/2022: TECK has seen previous roundtrips company stanley druckenmiller 2022! X27 ; s very loose pandemic monetary policy what traders are talking about delivered daily to your.. Any new stocks in the top 10 holdings run, '' he added and artificial intelligence never had a year. Conclude that there are, Freeport-McMoRan Inc. is an American mining company not larger than the so average... A ~27 % increase last quarter at prices between ~ $ 6.25 and ~ $ and. Markets than in bull markets Soros sur le Black Wednesday GBP Trade the stake rebuilt at prices ~! Ackman Hedgefonds kauft Holger if it 's highly, highly probable that the bear market has great. Middle of its most aggressive pace of tightening since the 1980s Swans to be US... Like right now our newsletter to get an idea of their investment and! For a long, long time. `` works out, he made a great deal profit. The Stanley Druckenmiller current holdings sold its $ 35.9 million position in year. For our newsletter to get in before others recognize the story they....