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kiplinger.com - 2/9/2009

Shaking up the Investment Mix

— kiplinger.com — Mohamed El-Erian has a vision of the economic future that may both frighten and reassure you. He... sees a tectonic shift occurring, as emerging economies in Asia and elsewhere join the established powerhouses, especially the U.S. No longer will the ... (more) Shaking up the Investment Mix

Stocks

Pimco

Comments vote downundo vote up Abnormal Returns found this 2/9/2009found this

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bloomberg.com - 2/5/2009

Gross Says U.S. Must Spend to Avoid Mini Depression (Update1)

— bloomberg.com — Feb. 5 (Bloomberg) -- Bill Gross , co-chief investment officer of Pacific Investment Management Co., said the... U.S. may slump into a “mini depression” unless policy makers spend trillions of dollars to spur growth. “This economy needs support from the ... (more) Gross Says U.S. Must Spend to Avoid Mini Depression ...

Government

Depression

Pimco

Federal Reserve

Comments vote downundo vote up Rolfe Winkler found this 2/5/2009found this

2

nakedcapitalism.com - 2/6/2009

Pimco's Gross Calls for US to Spend Trillions to Save the Economy

— nakedcapitalism.com — The financial services industry is full cry in its demands for taxpayers to save its hide. From... Bloomberg : Bill Gross, co-chief investment officer of Pacific Investment Management Co., said the U.S. may slump into a “mini depression” unless policy ... (more) Pimco's Gross Calls for US to Spend Trillions to Save ...

Government

Pimco

Federal Reserve

Risk Management

Comments vote downundo vote up FT Alphaville found this 2/6/2009found this

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Further reading
FT Alphaville — Elsewhere on Monday: - It did not have to be this way …. - Mark-to-market RIP? - The (US) stock market’s worst-ever 10-year stretch - Design your own stimulus plan – it’s easy! - A cup of Starbucks coffee or an AIG share – the dilemmas posed by the under-$1 stock club - Is the global banking crisis a problem of solvency or liquidity? - Shaking hands with the government - or at least with Pimco - Why anti-protectionists sound protectionist - How bankers screwed up their PR - big time - “I’m in a time warp. I keep ...

dealing pain to bank bondholders
Decline and Fall of Western Civilization — via clusterstock and paul kedrosky, an excellent and insightful piece via a pseudonymous bond trader in the atlantic on the creeping fear among bank bondholders that they ultimately cannot be bailed out. Here's the problem: All of the large banks have substantial loans on their balance sheets that resemble the assets underlying home equity asset-backed securities and commercial mortgage-backed securities. In the asset-backed security markets, these loan assets are valued anywhere from $0.50 to $0.90 on the dollar, depending on type, ...