PIMCO CEO and Co-CIO Mohammed El Erian was out with his secular outlook recently and a followup piece in the journal of indexes redefining what the famed “new normal” will look like forward. As the piece is 7 pages long I thought I would give our … [Read more...]
Bill Gross vs. Jeffrey Gundlach: 2013 Edition
2013 has been a wild year so far for bond investors, with rates hitting two year highs in yesterday’s trade. While its easy to make money in bonds when interest rates are falling, the true test of a bond fund manager is if they are able to earn a … [Read more...]
3 Investment Ideas from Bill Gross’s Latest Investment Outlook
Last week Bill Gross came out with his monthly investment outlook entitled “Credit Supernova”. Below is a summary of the outlook, and my explanation of the 3 primary investment ideas he gives in the piece. So, what is a credit … [Read more...]
How to avoid the #1 mistake made by bond fund investors
Many bond investors top priority is income, which leads them to place a heavy emphasis on a fund's yield when making investment decisions. To show you why that’s a mistake, and why you should focus on total return instead, lets take a look at an … [Read more...]
5 Investment Recommendations from PIMCO’s Bill Gross
For anyone who does not already know, Bill Gross is very active on the @PIMCO twitter account. Last week the subject of his tweets was “5 Ways to Beat the Wealth Tax”. I have included the tweets below as well as a more detailed explanation on the … [Read more...]
Best Bond Funds for 2013 and Beyond
One of our primary goals here at Learn Bonds is to make the process of choosing a bond fund easy. With this goal in mind we launched our free bond fund rating reports, called LB Ratings, earlier this year. While we put our stamp of approval on all … [Read more...]
PIMCO Long Duration Total Return Fund P PLRPX
Symbol: PLRPX Category: Long Duration Style: Active LB Rating: ***** 5 Stars Last Updated: 12/5/12 Useful Links: How to choose a bond fund with LB Ratings Bond Duration Explained Active vs. Passive Funds Bond Mutual Fund … [Read more...]
Its Official: PIMCO’s BOND ETF is Better Than the PIMCO Total Return Fund
The PIMCO Total Return ETF (Ticker: BOND) is supposed to be the ETF version of the the most popular bond mutual fund in the world, the PIMCO Total Return Fund. The ETF and Mutual Fund share the same portfolio manager (Bill Gross) and are managed … [Read more...]
The $200 Billion Worth of Bond Advice Show for 10/26/12
In this week's $200 Billion worth of bond advice show we review Bill Gross's latest comments on the Fed, talk about what PIMCO is buying and selling, and more. For more on PIMCO and Bill gross visit the PIMCO section here at Learn … [Read more...]
Investment Ideas From PIMCO: Buy TIPS, Municipal Bonds & High Quality Financials
Bonds would be burned to a crisp and stocks would certainly be singed; only gold and real assets would thrive within the “Ring of Fire.” - Bill Gross, “Damages” October 2012 The quote above is slightly out of context. Bill Gross is discussing … [Read more...]
Bill Gross on Why Gold’s a Buy – This Week’s $200 Billion Worth of Bond Advice
More on PIMCO Here [youtube]http://youtu.be/kq197xZ98Vw[/youtube] … [Read more...]
PIMCO’s Bill Gross is Gloomy But Finds Gold Shiny
PIMCO released three market commentaries recently: 1. Bill Gross - “Damages” Key Point - The United States has both a deficit problem and a fiscal gap problem. What’s the difference between the two? Deficit refers to the difference in spending … [Read more...]
$200 Billion Worth of Bond Advice for October 5th, 2012
The weekly $200 Billion worth of bond advice show! Embed this video in your website [youtube]http://youtu.be/PIUJYmHVeqY[/youtube] More on PIMCO here … [Read more...]
Investing for Inflation – 3 Ways to Protect Your Portfolio and Profit
There are three basic strategies when investing for inflation: 1) Buy Inflation Linked Bonds 2) Buy Bond Funds With A Short Duration (learn more about duration here) 3) Buy A Short Duration High Yield Corporate Fund Here is an explanation of … [Read more...]
Jeffrey Gundlach – Background, Interviews, and Investment Insights
While most people are familiar with PIMCO’s Bill Gross, there is a new Bond King on the rise that investors who do not also work in finance are less familiar with. His name is Jeffrey Gundlach, and he is the co-founder and CEO of DoubleLine Capital. … [Read more...]
The PIMCO $200 Billion with of Bond Advice Podcast for 9/30/2012
Click here to play the Podcast … [Read more...]
Video: The Weekly PIMCO Show – $200 Billion Worth of Bond Advice 9/21/12
Bill Gross is Bullish on Municipal Bonds, Bearish on Treasuries PIMCO Total Return Fund - LB Rating Report Bill Gross Channels John Boglel but is wrong on CDs PIMCO Real Returns Commodity fund, Not the inflation protector it claims to be See … [Read more...]
Bill Gross is Bullish On Municipal Bonds (Bearish On Treasuries)
PIMCO’s flagship fund cut its treasury holdings by ⅓ in August. PIMCO’s BOND ETF has 10% of its assets in municipal bonds. (FYI - We list BOND’s five largest municipal holdings at the end of this article. New Yorkers, you’re in … [Read more...]
Bill Gross channels John Bogle but is Wrong about CDs
Bill Gross have you looked in the window of your local bank? In Bill Gross’s most recent market missive, “The Lending Lindy”, he makes the following statement: Most individual investors don’t have the privilege of time nor the choice of risking … [Read more...]
PIMCO Commodity Real Return Fund – Not the Inflation Protector it Claims to Be
Since 2002, PIMCO has offered the PIMCO Commodity Real Return Fund (PCRAX). The fund’s fact sheet (published on June 30th, 2012), describes it as “Capturing The Diversification and Inflation-Hedging Potential of Commodities”. The marketing for … [Read more...]