Lost Decade for Bonds Looms With Growing Return for Equities – Bloomberg 06-24-13

On June 24, 2013   /   Bill Gross, Bond Market, Goldman Sachs, Investment Mathematics, Investment Money Flows, Jeffrey Gundlach, Jim O'Neill, Laszlo Birinyi, Mohamed El-Erian, US Economy, US Stocks  

Salient to Investors: 10-year Treasuries yield 2.61 percent versus the S&P 500 aggregate earnings yield of 6.4 percent – more than double the average spread of 1.9 points since 2000. Investors are avoiding longer-term Treasuries, concerned that returns will be depressed for years, and money managers foresee the end of a rally that

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Is the rally nearing an end? 10 savants weigh in – InvestmentNews 05-06-13

On May 6, 2013   /   Blackrock, Byron Wien, Investment Mathematics, Jeffrey Gundlach, Ken Heebner, Laszlo Birinyi, US Stocks, Warren Buffett  

Salient to Investors: Larry Fink at BlackRock says investors should be heavily invested in equities due to its fair value at a 15.5 P/E ratio for the S&P 500 and good earnings season. Jeffrey Gundlach at DoubleLine said in mid-April that he expects a catastrophic failure because the developed world

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Abe Election Is Steinhardt Win as WisdomTree ETF Triples – Bloomberg 02-14-13

On February 14, 2013   /   Exchange-Traded Products, George Soros, Investment Money Flows, Japan Stocks, Jeffrey Gundlach, Michael Steinhardt  

Salient to Investors: The assets of Michael Steinhardt’s WisdomTree Investments’ Japan Hedged Equity Fund have tripled since the start of 2013. The rapid growth of the fund highlights investors’ embrace of ETFs as vehicles for short-term trades in a way traditional mutual funds, with their higher fees and trading restrictions, haven’t been used. IndexUniverse

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Bond Investor Gundlach Buys Stocks, Sees ‘Kaboom’ Ahead – Bloomberg 11-29-12

On November 29, 2012   /   Art, Bond Market, China Stocks, Emerging Market Economies, Emerging Markets Stocks, Energy, Gemstones, Global Economy, Gold, Gold Mining, Japan Economy, Jeffrey Gundlach, US Economy, US Real Estate, US Stocks  

Salient to Investors: Jeffrey Gundlach at DoubleLine Capital says: The first phase of the coming debacle was the 27-year buildup of corporate, personal and sovereign debt to 2008. The third phase will be deeply indebted countries and companies defaulting sometime after 2013. Buy gemstones, art and commercial real estate and other hard assets. Chinese

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Stocks Show Americans Better Off With S&P 500 Cheap to World – Bloomberg 09-17-12

On September 17, 2012   /   Abby Joseph Cohen, Jeffrey Gundlach, Jim Chanos, US Stocks  

Salient to Investors: The S&P 500 Index is up 82 percent since Obama took office, closer to its all-time high than any other stock markets, and at 14.9 times reported earnings, the biggest discount to MSCI’s global measure since March 2010, and 9.1 percent below the five-decade mean – the last two times the ratio

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Gundlach Sees No Lost Decade as Biggest Bears Flirt With Stocks – Bloomberg 09-13-12

On September 14, 2012   /   Bond Market, China Stocks, Investing, Jeffrey Gundlach, Mutual Funds, US Stocks  

Salient to Investors: Jeffrey Gundlach at DoubleLine Capital said: Equities won’t repeat the poor performance of 2000 to 2010, when the S&P 500 fell 14 percent. Equities are superior to fixed-income as an inflation hedge. Stocks’ unpopularity is positive. The S&P 500 isn’t cheap – the Chinese stock market is better value. Mutual-fund investors withdrew $313 billion from U.S.

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