His latest paper is a discussion on the low interest rate environment and how he plans to navigate it going forward, it is quite the enjoyable read, here’s a snippet and link to the rest of the article. On the bond side, my famous (infamous?) “Short of a lifetime” trade on the German Bund market […]
Read More →Bill Gross’s latest investment outlook has quite the negative foreboding with comments such as “A “sense of an ending” has been frequently mentioned in recent months when applied to asset markets and the great Bull Run that began in 1981.” “Savor this Bull market moment, they seem to be saying in unison. It will not […]
Read More →Bill Gross, formerly of Pimco now of Janus, latest monthly letter is out, and he effectively writes that 2015 is going to be a poor year for asset classes and that the investment world will realise that the growth levels don’t justify current valuations should interest rates increase. It’s an interesting read, see below for […]
Read More →Wonderful monthly letter by Pimco’s Bill Gross talking about the relationship of credit and asset prices with his pig example. Essentially he’s expecting headwinds for the stock markets with the removal of liquidity and thus credit by the Fed for the coming year. Asset prices are dependent on credit expansion or in some cases credit […]
Read More →Great monthly commentary out by Bill Gross of Pimco, and he’s made a couple points that are definitely worth mentioning. And here’s a rather incredible kicker to this theoretical comparison. The U.S. economy – thanks to the Fed – has been operating a 1 trillion dollar share buyback program nearly every year since late 2008, […]
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