Damn inflation, full speed ahead,' Greenspan has said in both action and word. I think an investor should believe him and invest accordingly..

We are witnessing the death of abundance and the borning of austerity, for what may be a long, long time..

Ex-Fidelity mutual fund manager Peter Lynch was certainly brilliant in one respect: he knew to get out when the gettin was good..

Companies typically borrow money at less than their return on equity and therefore compound their return at the expense of lenders..

When the tide goes out, you get to see who's swimming naked. PIMCO has had its bathing suit on for a long time.

Bond investors want growth much like equity investors, and to the extent that too much austerity leads to recession or stagnation then credit spreads….

When you're underperforming the index, you go home at night and cry in your beer. It's not fun, but who said this business should be fun. We're too w….

The market can move for irrational reasons, and you have to be prepared for that, ... you need to make big bets when the odds are in your favor -- no….

In questioning initially whether I am a great investor, I open the door to question whether other similarly esteemed public icons like Bill Miller ar….

Whether a tops-down or bottoms-up investor in bonds, stocks, or private equity, the standard analysis tends to judge an investor or his firm on the b….

Bernanke and company are trying to reflate the economy with almost stated objective of inflation at 2 percent and higher in order to provide some typ….

If companies don't know that they can run out of money, they won't be thinking of ways not to run out of money..

Both from the standpoint of stocks and bonds, an investor wants to go where the growth is..

Pay per click was just the beginning. The real evolution is pay per action..

With all this consumer debt, business debt, government debt, smaller movements in interest rates have a magnified effect. a small movement can tip th….

Do you really like a particular stock? Put 10% or so of your portfolio on it. Make the idea count … Good [investment] ideas should not be diversified….

Dollar depreciation leads to higher inflation and ultimately forces foreign creditors to question their rationale and indeed their sanity for continu….

Human nature means that institutions at some point lose their sense of mission. That sense of vulnerability drives Pimco..

Bond investors are the vampires of the investment world. They love decay, recession - anything that leads to low inflation and the protection of the ….

Whenever I read the newspaper, I say to myself, 'At least my wife loves me.'.

Why is it possible to rescue S&L buccaneers in the early '90s and provide guidance to levered Wall Street investment bankers during the 1998 long-ter….