Dollar depreciation leads to higher inflation and ultimately forces foreign creditors to question their rationale and indeed their sanity for continuing purchases of U.S. Treasuries.
BILL GROSSWhether a tops-down or bottoms-up investor in bonds, stocks, or private equity, the standard analysis tends to judge an investor or his firm on the basis of how the bullish or bearish aspects of the cycle were managed.
More Bill Gross Quotes
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People have different impressions of themselves, and where reality lies is somewhere in between.
BILL GROSS -
You know those adages about smelling the roses and chasing butterflies? The markets are my butterflies and my roses.
BILL GROSS -
Do you really like a particular stock? Put 10% or so of your portfolio on it. Make the idea count … Good [investment] ideas should not be diversified away into meaningless oblivion.
BILL GROSS -
Imperceptibly, the developed world’s manufacturing base was gradually eroding and being replaced by securitized finance that destroyed itself and nearly its economies in 2008.
BILL GROSS -
Well, I, you know, I think at PIMCO we always try and be open with the press and the public. I mean, isn’t that what voters want from their politicians? Mohamed El-Erian, our CEO, writes several op-eds a week.
BILL GROSS -
If companies don’t know that they can run out of money, they won’t be thinking of ways not to run out of money.
BILL GROSS -
Finding the best person or the best organization to invest your money is one of the most important financial decisions you’ll ever make.
BILL GROSS -
Whether a tops-down or bottoms-up investor in bonds, stocks, or private equity, the standard analysis tends to judge an investor or his firm on the basis of how the bullish or bearish aspects of the cycle were managed.
BILL GROSS -
In questioning initially whether I am a great investor, I open the door to question whether other similarly esteemed public icons like Bill Miller are as well.
BILL GROSS -
Bond investors are the vampires of the investment world. They love decay, recession – anything that leads to low inflation and the protection of the real value of their loans.
BILL GROSS -
When the tide goes out, you get to see who’s swimming naked. PIMCO has had its bathing suit on for a long time
BILL GROSS -
Bernanke and company are trying to reflate the economy with almost stated objective of inflation at 2 percent and higher in order to provide some type of safety margin for a future recession. That’s where they want to go.
BILL GROSS -
Why is it possible to rescue S&L buccaneers in the early ’90s and provide guidance to levered Wall Street investment bankers during the 1998 long-term capital management crisis, yet throw 2 million homeowners to the wolves in 2007?
BILL GROSS -
I have a 41-year track record of investing excellence… what do you have?
BILL GROSS -
We are witnessing the death of abundance and the borning of austerity, for what may be a long, long time.
BILL GROSS