Occupation: Financial Manager Birth: April 13, 1944
Slow growth and inflation have a tendency to accompany large deficits and increasing debt as a percentage of GDP..
I would admit Im an introvert. I dont know why introverts have to apologize..
Imperceptibly, the developed world's manufacturing base was gradually eroding and being replaced by securitized finance that destroyed itself and nea….
I have a 41-year track record of investing excellence… what do you have?.
You know those adages about smelling the roses and chasing butterflies? The markets are my butterflies and my roses..
Bonds despite their ridiculous yields will not easily be threatened with a new bear market..
Both from the standpoint of stocks and bonds, an investor wants to go where the growth is..
Ex-Fidelity mutual fund manager Peter Lynch was certainly brilliant in one respect: he knew to get out when the gettin was good..
With all this consumer debt, business debt, government debt, smaller movements in interest rates have a magnified effect. a small movement can tip th….
Damn inflation, full speed ahead,' Greenspan has said in both action and word. I think an investor should believe him and invest accordingly..
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….
Human nature means that institutions at some point lose their sense of mission. That sense of vulnerability drives Pimco..
When the tide goes out, you get to see who's swimming naked. PIMCO has had its bathing suit on for a long time.
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….
Pay per click was just the beginning. The real evolution is pay per action..
Companies typically borrow money at less than their return on equity and therefore compound their return at the expense of lenders..
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….
Dollar depreciation leads to higher inflation and ultimately forces foreign creditors to question their rationale and indeed their sanity for continu….
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….
Whenever I read the newspaper, I say to myself, 'At least my wife loves me.'.
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….