Saturday, August 31, 2013

Treasuries: We Don`t See Signals That That The Interest Rate increase is Over

“We don't see signals that the interest rate increase is over." - in Investment News

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Friday, August 30, 2013

There`s Plenty Of Yield, But Not In Treasuries

“There is plenty of yield right now in the bond market, but it’s not in Treasuries. I’m talking about closed-end funds, I’m talking about mortgage REITs. These are vehicles that are trading at 10 percent discounts to their net asset values, or for REITs versus their book value.” - in CNBC

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Apple (AAPL) Is Dead Money

“Apple is a dead money stock for quite a while to come, once it settles in around $530.” - in Forbes

Related stock: Apple (AAPL)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Tesla: It`s A Cultish Stock

“I’m scared to death to short Tesla. It’s a cultish stock and who knows where it goes?” - in Forbes 

Related stocks: Tesla Motors (TSLA)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Apple (AAPL): It`s Kind Of Dead Money

"All the easy money has been made. It's kind of dead money." - in Business Insider 

Related stock: Apple (AAPL)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Wednesday, July 10, 2013

TIPS, Inflation, Interest Rate Risk

"Unless inflation goes higher, then all you have with TIPS is interest rate risk, just like every other Treasury. It's an asset class that is exposed to investor surprise and disappointment." - 6 days ago in Businessweek

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Stocks, Gold, Bonds & Monetary Stimulus

"There’s really nobody making any money in anything in the past month. Stocks are down, not much in the U.S., but they’re down hard in a lot of emerging markets and in Japan. Gold looks like it’s going to break down to a new low. Bonds are going sideways. No one is making any money anywhere, and I think that’s because people think that the conviction of central banks to continue the amount of monetary stimulus through bond purchases is less." - in CBS Market Watch, June 19

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.