Wednesday, May 18, 2005
Bonds...Treasury Bonds
For those interested in supremely intelligent market and economic analysis, I recommend to you Bill Gross, the manager of the largest bond portfolio on the planet, at Pacific Investment Management (PIMCO). He tends to be a a little on the negative side (he's a bond guy after all, not a blue sky equity guy), but his analysis is brilliant. Much better than, say, the New York Times Currency Trading Department.
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