Bob Janjuah: Growth Funded by Debt Is Nonsensica

"The best case view that we have for European growth over the next three years is flat in aggregate. Growth measures funded with more debt doesn't really make a lot of sense, the key problem is that the European project is not viable as it stands"

Bob Janjuah Sees S&P in 1400s `If Stars Align Perfectly'

Bob Janjuah Sees 10% sell-off in Q2

Bob Janjuah, global head of tactical asset allocation at Nomura, talks about the outlook for U.S. equity markets, economy and Federal Reserve policy.

Bob Janjuah Sees Stocks Falling 10% in Q2

Bob Janjuah: Hard Greek Default Likely This Quarter

"Nobody is convinced that the fundamental story has been dealt with, I think what we are talking about here is a liquidity fueled rally in risk assets, if that becomes a self-fulfilling prophecy, great but if it doesn't the ECB's balance sheet is going to look a real mess."

Bob Janjuah: The worst of the crisis is still ahead

It's always a pleasure to hear from Bob The Bear who's now peddling his unique brand of gloom and doom at Nomura. His key issues and outlook for 2012:

The worst of the Eurozone mess is still ahead (ECB can't fix Europe)
US mini business cycle is not the same things as a real recovery
Investors should expect QE3 from the Fed
Growth in Asia/EM continues to slow

Bob Janjuah on Bloomberg

Bob the bear's back! Portugal and Greece will default next year.

Bob Janjuah Interview CNBC

Bob The Bear Is Back