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””

Background [Felix Salmon]: Should we Listen to El Erian?

I’ve been watching a bit of a backlash against PIMCO, Bill Gross, and El-Erian of late.  It may be partly because their house view of “The New Normal”  so goes against the books of so many other people.  Not to mention the whistling past the graveyard antics of the major developed world policy-makers.  I actually hew more to the Pimco view, even discounting the fact that they (quite obviously) are also talking their own book.  Continue reading “Background [Felix Salmon]: Should we Listen to El Erian?”