.U.S. Stocks Advance as European Leaders Reach Agreement – Bloomberg 06-29-12

Salient to Investors: PIMCO’s Bill Gross said the debt trap remains even after the European agreement, continues to avoid Spanish and Portuguese debt in favor of U.S. Treasuries and mortgage securities, Gross. Matt McCormick at Bahl & Gaynor said Europe and the economy raises more questions than answers for investors – after Facebook, they want problem-free IPOs. Read

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Gross Says Decades Needed to Normalize From Too Much Debt – Bloomberg 06-28-12

Predictions: Bill Gross said: It will take economies and financial markets decades to normalize after the debt crisis, keeping U.S. securities the safest bet for investors. This is an authentic debt crisis and can only be ultimately cured by default or printing more money to inflate it away. A debt crisis can’t be cured with more debt

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Pimco’s Gross Warns of Risk Assets as Aberdeen Avoids Stocks – Bloomberg 06-22-12

Predictions: Bill Gross warned that risk markets are vulnerable as the monetary bag of tricks empties. Gross prefers U.S., Mexico and Brazil debt with intermediate maturities over the next few years, and stocks in companies that produce stable cash flow in high growth markets. Gross increased the proportion of U.S. government and Treasury debt in the

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Treasuries Hold Gains Amid Stock Declines, Gross Warning – Bloomberg 06-21-12

Salient to Investors: Moody’s Investors Service slashed credit ratings on 15 global banks yesterday. Hiromasa Nakamura at Mizuho Asset Management said even Germany can’t avoid a slowdown, showing the instability of Europe’s financial system is affecting the region’s economy. Nakamura said the weakening global economy is leading to risk aversion among investors, putting

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Gross: Too Many `Sharks’ in Bond Market – Bloomberg 06-19-12

Salient to Investors: Pimco’s Bill Gross said Spanish Bonds are unattractive. The global economy is delevering. Best to look at the entire core of the euro zone and not the falling dominos.  Rates at the core are still too high – Italy and France yield is too high versus their nominal GDP growth. There

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Bond Bubble Dismissed as Low Yields Echo Pimco’s New Normal – Bloomberg 06-11-12

Salient to Investors: Moody’s John Lonski says G-7 bond rates indicate the markets don’t expect economic growth to exceed 3 percent. Blackrock’s Jeffrey Rosenberg says the greed that produces bubbles is absent. Pimco’s Bill Gross says global bond markets are turning ‘Japanese’. UBS’ George Magnus says we are replicating the Japanese experience. Bianco Research’s James

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Pimco’s Home-Loan Wager Seen as Prescient on QE3 Odds: Mortgages – Bloomberg 06-07-12

Salient to Investors: Investors expecting QE3 are buying mortgage securities to later sell to the Fed for a profit. Pimco Total Return Fund increased mortgage holdings to 53 percent in April, the highest in three years. JPMorgan survey a month ago showed money managers were overweight home-loan securities. Predictions: Columbia Management Investment Advisers LLC

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