Bill Gross Commentary

[lessthaniv]

http://www.pimco.com/EN/Insights/Pages/Credit-Supernova.aspx

 

Comments?

[Guest Dazel]

 

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.