lessthaniv Posted February 1, 2013 Share Posted February 1, 2013 http://www.pimco.com/EN/Insights/Pages/Credit-Supernova.aspx Comments? Link to comment Share on other sites More sharing options...
Guest Dazel Posted February 1, 2013 Share Posted February 1, 2013 I agree with Bill's sentiment. We expect inflation not growth...and we are seeing it in materials prices rising but the operators are hurt by inflation in production of real assets so the stocks have not responded yet. We own Altius minerals...we think it fits Bill Gross's investment strategy perfectly. Inflation hedged with real assets but has no capex and high return on capital. Dazel. Link to comment Share on other sites More sharing options...
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