Interview with WallStreet/Mainstreet , Gold, Europe, Commodities and the Election’s Effect on Markets!
http://www.sfgate.com/business/bloomberg/article/Gross-s-Burning-Bond-Market-Fails-to-Frighten-3931707.php#ixzz28oEIqdWz Commentary : Bonds have the look of a bubble . Investors are just throwing money at it in a perceived safety trade. However, at some point this will reverse as well. People will realize that when rates go up, bond prices drop. I think the next move when this happens is going to be [...]
Addicted to Profits Meadow Bay Resources a Undervalued Play ! The European debt crisis has been frustrating to most investors. It has caused the prices of many assets to drop. However, the good news is that Crisis brings opportunities. This report deals with one such opportunity. If you like what you read in [...]
https://canada.pimco.com/EN/Insights/Pages/Damages.aspx Comment : More likely to happen than not . Not much political pressure in the US to cut spending. As long as rates stay low the country and politicians will be complacent.
Commentary: I see them getting this deal. However, look at the rhetoric of this article about cutting social outlays (which were out of control in Greece) and giving it too bankers. I think you could just switch US with Greece in about 5 years time. http://www.reuters.com/article/2012/10/02/greece-idUSL6E8L2BKT20121002