dcollon Posted September 1, 2009 Posted September 1, 2009 Thought some of you might enjoy this if you haven't read it already. http://media.pimco-global.com/pdfs/pdf/IO%20Sept%2009%20WEB.pdf?WT.cg_n=PIMCO-US&WT.ti=IO%20Sept%2009%20WEB.pdf
Liberty Posted March 8, 2014 Posted March 8, 2014 http://oraclefromomaha.wordpress.com/2014/03/08/standardized-faulty-thinking-bad-assumptions/ Good piece on a basic mistake that Gross made when he called the 'death of equities', comparing GDP growth to stock market returns (comparing a flow variable with a stock one).
Rabbitisrich Posted March 8, 2014 Posted March 8, 2014 He has made some economic arguments of questionable merit. Liberty mentioned one. More significantly, Gross sold treasuries apparently using a model that treated demand for treasuries as something distinct from trade and dollar demand. Then, he recently tweeted that China could weaken its currency by selling treasuries. And yet his record is exceptional over a multi-decade span.
DTEJD1997 Posted March 9, 2014 Posted March 9, 2014 He has made some economic arguments of questionable merit... And yet his record is exceptional over a multi-decade span. I would rather be lucky than good!
sethatk Posted March 11, 2014 Posted March 11, 2014 Wonder if there is more to this under the surface. http://www.independent.ie/business/world/investors-closely-monitoring-pimco-after-internal-strife-30082042.html
Guest Posted April 4, 2014 Posted April 4, 2014 Perhaps Gross is starting to suffer from "crazy cat lady" syndrome? It really is a mental issue and the technical term is Toxoplasmosis. http://buzz.money.cnn.com/2014/04/03/bill-gross-cat-pimco/
Guest ajc Posted May 14, 2014 Posted May 14, 2014 The latest investment outlook from Bill Gross. On sneezing and neutral policy rates, I think. http://www.pimco.com/EN/Insights/Pages/Achoo.aspx#
PatientCheetah Posted May 15, 2014 Posted May 15, 2014 he could be right - not sure how inflation can suddenly spike 1) slowing china 2) energy prices are range bound due to higher US production 3) Both U.S. and Europe are suffering from underemployment, particularly in the low end
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