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Started By
Message
Bill Gross' List of Writers He Follows
Posted on 8/9/13 at 10:01 am
Posted on 8/9/13 at 10:01 am
quote:
@PIMCO Gross: Strategists/writers I follow? Dalio, Durden, Bianco, Arnott, Aitken, Santelli, Grant, Grantham, Inker, Marks, Quaintenance & Brodsky
Confirms he is a ZH reader.
4
Posted on 8/9/13 at 10:07 am to BennyAndTheInkJets
Inker is code for bennyandtheinkjets
Posted on 8/9/13 at 10:19 am to ThaBigFella
Nah, he knows me as The Inkmesiter.
It's kind of like the Stiffmeister from American Pie, but instead of boning girls, I make spreadsheets.
:iswearimcool:
It's kind of like the Stiffmeister from American Pie, but instead of boning girls, I make spreadsheets.
:iswearimcool:
Posted on 8/9/13 at 1:45 pm to BennyAndTheInkJets
Santelli?
The famous ranter?
The famous ranter?
Posted on 8/9/13 at 1:51 pm to BennyAndTheInkJets
This reminds me. I still haven't finished reading that " Bond Wars" article I started reading earlier this afternoon.
I remember reading the first few paragraphs and thinking that Gross might be having a mental breakdown talking about machine guns and the Battle of the Somme and all that crap.
Lemme get back to it and see where the hell he's going with this...
I remember reading the first few paragraphs and thinking that Gross might be having a mental breakdown talking about machine guns and the Battle of the Somme and all that crap.
Lemme get back to it and see where the hell he's going with this...
Posted on 8/9/13 at 1:52 pm to BennyAndTheInkJets
quote:
Grantham
Just mentioned him yesterday...
Posted on 8/9/13 at 2:02 pm to BennyAndTheInkJets
quote:
While PIMCO has been rather prescient at warning of New Normals and then predicting the inevitable turn of near zero percent yields, it is an open question whether we are still marching three feet apace with 65-pound backpacks into the face of 1,000 machine guns, or safely burrowed in fox holes with revised strategies adaptive to a new era. Trust me, no investment firm has given this transition more thought. While our strategic execution in May/June of 2013 can and has been publically faulted, we are confident that we know how to win this evolving bond war. We have spent months – indeed years – preparing for this new dawn. We intend for you – our clients – to be surviving veterans of this battle, not casualties. PIMCO will not go down at the Somme.
Holy shite!
Posted on 8/9/13 at 2:24 pm to Doc Fenton
quote:
Unconstrained strategies, alternative assets and stocks will be flexible choices in a dynamic future environment. We want to continue managing them for you. But don’t give up on bonds. Flexible bond managers can adapt as well. PIMCO will not go down at the Somme.
Man, you know your job is tough when you write up a big, manic impassioned plea to your clients trying to convince them that they're NOT about to walk into a hail of machine gun fire.
On the one hand, he seems like he's imagining himself as Houdini when he's really just on the 3rd stage of grief--bargaining.
On the other hand, what else can he say? Nothing he said was wrong, and he is doing his best to give good advice for a sector that is about to enter stormy waters.
frick it. I like him. He's doing the best he can with the hand he's got right now.
Posted on 8/9/13 at 2:48 pm to BennyAndTheInkJets
quote:pretty sure that's all he did too.
It's kind of like the Stiffmeister from American Pie, but instead of boning girls, I make spreadsheets.
Posted on 8/9/13 at 3:49 pm to Doc Fenton
I like Bill a lot, too. He can be a dick but that's just him, he lives in his own brain and he demands the best everyone, no exceptions.
The last IO though I was not a fan of. Most people on the street understand the concept of carry while definitions may change. He can say all he wants about harvesting roll-down and option theta, but in the end its marginal compared to the lack of income in low yield environments and your extended duration. A retail investor won't really care too much about 50 basis points of alpha when you have negative 250 basis points in performance.
The last IO though I was not a fan of. Most people on the street understand the concept of carry while definitions may change. He can say all he wants about harvesting roll-down and option theta, but in the end its marginal compared to the lack of income in low yield environments and your extended duration. A retail investor won't really care too much about 50 basis points of alpha when you have negative 250 basis points in performance.
Posted on 8/9/13 at 6:18 pm to BennyAndTheInkJets
Who/What is Quaintenance? Never heard of it.
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