1% on 10-year Note?
1% on 10-year Note? David R. Kotok Cumberland Advisors, January 13, 2015 “What if the Fed doesn’t raise...
Bill Gross Defends His Record
Last year was a time of change and controversy for Bill Gross: His unplanned exit from Pacific Investment Management Co. in September, a...
Who Owns Treasuries?
From Deutsche Bank: The ownership structure of US Treasuries is fascinating: 50% is held by foreigners and 20% is held by the Fed....
Jeff Gundlach: Full Podcast, Now Online
This past weekend was the inaugural show of Masters in Business. Its a new Bloomberg radio show (read how it came about here). The first...
Why Dosn’t U.S. Take Advantage of Low Rates?
Source: Office of Debt Management, Fiscal Year 2013 Q4 Report The recent chaos in emerging markets has driven investors into U.S....
Rising Interest Rates Will Soon Make Needed Infrastructure...
Rising interest rates could mean the window to fix infrastructure on the cheap is closing Barry Ritholtz, Washington Post, July 12 2013...
What Up With Pimco?
WTF is up with PIMCO ? Strange things are afoot at the biggest bond fund in the world. A weird sense of panic seems to be emanating from...
Feldstein: Low Rates May Not Boost U.S. Growth
Harvard University economist Martin Feldstein, a member of the committee that charts American business cycles, said the Federal Reserve...
Greenspan Calls a Housing Bottom (Again)
> "If they are too big to fail, make them smaller," former Nixon Treasury Secretary George Shultz said. > That quote was...
Pimco’s Paul McCulley: Plosser ‘Wrong’ on...
Paul McCulley, a portfolio manager at Pacific Investment Management Co., talks about U.S. deflation and property values, and the outlook...