Charlie Rose: Interview with Mohamed El-Erian
Its the start of another work week! And i got news that another business unit had twice as much pay increment as i have!
Short of spreading much depressing news, i prefer to stick to more constructive things and i came accross this video on an interview with Mohamed El-Erian. Who is he? he is the […]
Another PIMCO report: A Kind Word for Inflation
by Paul McCulley
No, I have not lost my mind. I’m fully aware that inflation is not kind to bonds, so offering a kind word for inflation is de facto offering an unkind word about my own business. Investment managers don’t tend to do that. But facts are facts. And the essential fact right now is […]
Pimco’s Bill Gross: Fooling With Inflation
This is not the first time that i posted an essay by Bill Gross. Why do i post so much article on the man? I admire him for his profound commentaries on the market. Sometimes it gets so profound that i need to reread what he wrote a few times just to get what the […]
Profiting from Global Change
El-Erian is an important voice to listen to. Perhaps being a co-chief executive of the largest bond manager means his voice is as important as that of Bill Gross.
Being a born manager means you keep track of inflation like a hawk, since it can destroy the value of your portfolio. Here EL-ERIAN answers question about […]
