From The Reformed Broker:

Yesterday, Barry and I had the pleasure to meet Jeffrey Gundlach and attend the DoubleLine Luncheon at the New York Yacht Club...

...Gundlach, who possesses one of the most fascinating investing intellects of our time, was there to greet the guests in a gray-checked suit with bright red tie and pocket square in the foyer.

For the uninitiated, Jeffrey opened his own asset management shop, DoubleLine, in Los Angeles two years ago. Since then, he's raised about $16 billion starting from zero. This is an astounding feat and no one has ever seen anything like it in Wall Street history. On top of that, he's managed to absolutely crush his peers in the bond market year-to-date with an elegant risk-offsetting pairs trade that's meant bigger yields than most of his competitors without compromising on liquidity, credit quality or duration. More on that later.

Once we were all seated, it was a whirlwind through some of the most important charts and datapoints of the current market moment. I've got 5 pages of handwritten notes that I'll distill down for you guys below...

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More from Jeffrey Gundlach:

Bond guru Gundlach: The S&P 500 is going to 500

Top bond manager Gundlach: Treasurys could rally even higher

Bond guru Gundlach: Housing meltdown could set off a second financial crisis