Trade Notes: Start Trawling for Macquarie Assets Disposals?

Source: Wilkinson Architects

Hard assets that pay reliable income are a pretty good idea at the best of times — especially if you’re not the greedy kind of investor — but right now, they are a bloody good idea.  Gross and El-Erian’s “new normal” predicates the ownership of real assets with stable and secure income.  Factor in the possibility of Renee Haugeruud’s “inverse stagflation” entailing under-performing traditional paper assets — like stocks & bonds — and soaring real asset values and you get the picture. Continue reading “Trade Notes: Start Trawling for Macquarie Assets Disposals?”

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Investment Strategy: How to Make Money in Bill Gross’ “New Normal”

Bull and bear in front of the Frankfurt Stock ...
Image via Wikipedia

I re-read a copy of Bill Gross‘s April 2009 Investment Outlook and some things — besides his very consistent world-view and investment philosophy — were refreshed again, especially his parting words: Continue reading “Investment Strategy: How to Make Money in Bill Gross’ “New Normal””