by Zero Hedge Following on from his recent cautious commentary on low levels of bond yields and equity vol (and cheapness of gold), DoubleLine Capital's Jeff Gundlach outlined ...Read more Comments Off on Gundlach: "I'll Be Disappointed If I Don't Make 400% On My S&P Puts"
Aug.08 -- Bloomberg’s Erik Schatzker discusses his conversation with Doubleline Capital’s Jeffrey Gundlach. He speaks with Vonnie Quinn on "Bloomberg Markets." ...Read more Comments Off on Why Jeffrey Gundlach Believes It’s Time to De-Risk
Jeffrey Gundlach Webcast: "Small Change" Notes: While there was nothing markedly new from Jeff Gundlach in his latest monthly webcast, it appeared that the DoubleLine CEO either had ...Read more Comments Off on Gundlach: "You Should Be Raising Cash, Literally Today"
When Bond Kings Short Emerging Market Equities by Charles Bilello, Pension Partners “If you’re going to do something in emerging market equities, my recommendation is to short them. ...Read more Comments Off on When Bond Kings Short Emerging Market Equities
by Jeff Miller, A Dash of Insight Recent weeks have emphasized markets (especially declining commodity prices) as a read on the economy. This week’s full slate of data ...Read more Comments Off on The economy is stronger than what is commonly thought
by Jesse Felder, The Felder Report “The Shanghai Composite is an excellent leading indicator for the S&P 500.” –Jeff Gundlach The Shanghai Composite is rallying nicely today for ...Read more Comments Off on Shanghai is a Leading Indicator for the S&P 500
by Jeff Miller, A Dash of Insight In one sense, the week ahead should be a quiet, dull semi-vacation. As Nat King Cole explained, the Lazy-Hazy-Crazy days of ...Read more Comments Off on Will FedSpeak Interrupt the Lazy, Hazy, Crazy Days of Summer?
“If the Fed doesn’t raise rates, that’s bad for the long bond because the bond wants it to tighten. And it’s positive for stocks because stocks love their ...Read more Comments Off on Mr. Zero Interest Rate Policy
by Urban Carmel, The Fat Pitch Summary: junk bonds (1) appear to be fairly valued relative to treasuries, (2) their underlying default levels are not ticking higher and ...Read more Comments Off on Time to Sell Junk Bonds? Maybe Not.
by Joshua Brown, The Reformed Broker I’m live from the 20th Annual Ira Sohn Conference in New York City. We did our Halftime Report show live from the ...Read more Comments Off on Notes from the 2015 Ira Sohn Conference, Part I