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Monthly Archives: December 2012
Gundlach on the strategy of cash for longer-term patient capital
Jeffrey Gundlach, chief executive officer of DoubleLine Capital LP, talks about the performance of the U.S. bond and stock markets and investment strategy. Jeff does an excellent job of talking sense in this broad-ranging segment.Here is a direct link.
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The simple math of debt and demographics
The answer to this math is obvious: cut spending across the board, cut entitlements and increase designated revenues to fund the commitments that remain. And no the debt ceiling should not be increased. History assures us that humans with runaway … Continue reading
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Chart of the year: NYSE stock volume across all exchanges
This chart of stock volumes captures so much of the risk that keeps us up at night regarding equity markets today. Although long-always investment types have been recommending stock allocations throughout the duration of this chart, rational risk-assessing investors have … Continue reading
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