Tag Archives: pimco

Beware a German Bund Fight!

I’d like to revisit a recurring phenomenon – and a reliable contrarian indicator – that befuddles the logical mind yet regularly creates investment opportunities. I’m inspired (again) by this comment I received from a fellow investment professional: “I have read … Continue reading

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Financial system leakage, Bill Gross & Chevy Chase.

The best quote I’ve seen to explain what the financial system is suffering went like this: …”nobody knows how much monetary easing is too much.  The shrinkage (makes me think of a Seinfeld episode…giggle) in global liquidity as a result … Continue reading

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