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Cause Please Meet Effect
May 16, 2007: Pimco hires Greenspan as consultant April 4, 2009 PIMCO Distressed Mortgage Fund Down 34%
PIMCO Manager On Being 'Fourth Branch' Of Government: Who, Us?
tpmmuckraker.talkingpointsmemo.com — A mere fortnight ago Bill Gross, who manages the world's largest bond fund PIMCO, was singing the... praises of the Treasury Department's newly-unveiled Public Private Investment Program in the media, which the media in turn credited for the stock market ... (more) PIMCO Manager On Being 'Fourth Branch' Of Government: ...
Geithner's Gift To Pimco
globaleconomicanalysis.blogspot.com — Geithner's Heist America Plan is receiving words of self-serving praise from Pimco's Bill Gross. Indeed, Geithner’s Non-Recourse... Gift Keeps on Giving to Bill Gross . Treasury Secretary Timothy Geithner’s plan to rid banks and markets of devalued ... (more) Geithner's Gift To Pimco
Geithner's Gift To Pimco
hf-implode.com — " Geithner's Heist America Plan is receiving words of self-serving praise from Pimco's Bill Gross. Indeed, Geithner’s... Non-Recourse Gift Keeps on Giving to Bill Gross." (more) Geithner's Gift To Pimco
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Friday links: thesis is still intact
Abnormal Returns — ...   (BusinessWeek.com) Firms that actually complete announced stock buyback programs tend to outperform.  (Empirical Finance Research) Is Toyota (TM) the next Sony (SNE)?  (Zero Beta) Even an insider like Pimco is finding it difficult to make money in distressed mortgage assets.  (peHUB, Crossing Wall Street) The Fed is pretty much holding up the ...

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Krugman and McCulley, Déjà Vu All Over Again
hf-implode.com 6/16/2009 — Good digging by Mish. Here are my comments posted to this one: Ok so let me get this straight -- McCulley calls for a housing bubble, Greenspan complies, Greenspan gets job at PIMCO? In fact, here is the full timeline: Early 80s: Greenspan completes ground-breaking PhD thesis ...
Fed needs to double balance sheet: PIMCO | U.S.
reuters.com 3/26/2009 — TAIPEI (Reuters) - Bond giant Pacific Investment Management Co said the Federal Reserve needs to double its balance sheet up to $6 trillion to replace the amount of wealth destroyed in the United States, an executive said on Thursday. Liabilities on ...
Meet some bloggers. Whatever.
likelihoodofconfusion.com 3/1/2009 — John Welch asks, in his naive but charming way: TTABlog query: Who, if anyone, owns the rights to the mark MEET THE BLOGGERS? I coined the term in 2005, and Marty Schwimmer and I hosted the first two events (San Diego and Toronto) under that title. Ron Coleman joined us for the third, in ...
Brighter data on house prices may not signal a surge in spending
economist.com 7/3/2009 — AFTER a long winter, spring brought a touch of sunshine to American house prices. The latest Case-Shiller indices, released on June 30th, showed that prices continued to fall in April: the ten-city index was 0.7% lower than a month earlier, and the ...
U.S. Treasury Opens Distressed-Debt Program Without Pimco
bloomberg.com 7/9/2009 — July 9 (Bloomberg) -- The U.S. plan to help buy as much as $40 billion in assets from banks got started almost four months after it was proposed and without Pacific Investment Management Co., the world’s biggest bond manager and an early supporter. ...
Obama on "Meet the Press."
althouse.blogspot.com 12/7/2008 — I'll link to the transcript when it becomes available. And here are a few idle observations: 1. He keeps talking about changing light bulbs! This reminds me of the old tire-gauge solution to high gas prices. What will he do about the economy? First, ...
Pimco Predicts Inflation, Joining Buffett, Marc Faber (Update4)
bloomberg.com 3/12/2009 — March 11 (Bloomberg) -- Pacific Investment Management Co. which runs the world’s biggest bond fund, joined investors Warren Buffett and Marc Faber in saying inflation will quicken, sounding a warning for Treasury investors. U.S. government and ...
PIMCO Does Not Believe In Relative Value
hf-implode.com 6/22/2009 — "As for products, while PIMCO believes that fundamentals, technicals, valuations and policy support are all "positive" exclusively for Mortgage Backed Securities, in essence this is merely window dressing for justifying to investors (and the SEC) that after every 7 am conversation with Tim ...
Video: Wall St. Looks for "January Effect"
marketnewslive.blogspot.com 1/6/2009 — After taking a beating in 2008, investors are hoping the year's first 5 trading days bring good news. The first week of the trading year is underway, and investors are watching for indications of the year ahead. The January effect has been accurate more than 85 percent of the time.
The magazine cover effect
krugman.blogs.nytimes.com 3/29/2009 — I've long been a believer in the magazine cover indicator: when you see a corporate chieftain on the cover of a glossy magazine, short the stock. Or as I once put it (I'd actually forgotten I'd said that), "Whom the Gods would destroy, they first put ...