Wednesday, October 9, 2013

Chipotle Mexican Grill (CMG): A Gourmet Burrito Is An Oxymoron

“A gourmet burrito is an oxymoron. All you need to compete with its core business is a taco truck.” - at last May’s Ira Sohn conference, explaining his bearish view on Chipotle Mexican Grill (NYSE: CMG)  

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.

Tuesday, October 8, 2013

QE To Continue At Its Current Level All The Way Through The Next Fed Chairman Taking Over

"You're going to have quantitative easing continue at its current level all the way through the next Fed chairman taking over." - in Reuters 

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.

Tuesday, October 1, 2013

Long Term Treasuries & The Junk Bond Market

"Relative to long term treasuries, the junk bond market was recently the most overvalued in history." - in Twitter

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.

Monday, September 30, 2013

No Fed Tapering Until New Chairman Starts In 2014

“It's hard to believe the data will have such a monumental change in the next couple of weeks.” - in Investment News 

Related indexes & ETFs: SPDR S&P 500 ETF Trust (SPY), Nasdaq 100 Index, Dow Jones Industrials

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.

Sunday, September 29, 2013

There Is A Very High Level Of Belief That The Equity Market Can Only Go Higher

From yesterday`s conference call: Gundlach compares peak in bonds last year, and equity surge this year with 1928-29: "There is a very high level of belief that the equity market can only go higher." (CBS Market Watch) 

Related ETFs: SPDR S&P 500 ETF (SPY), Nasdaq 100 Index, S&P 500 Index

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, September 27, 2013

A Government Shutdown Will Rally The Bond Markets

"I think a government shutdown would rally the bond markets." - in CBS Market Watch

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.

Don`t Expect Taper Until Next Fed Chairman Is In Place

"Can't imagine Ben Bernanke setting the course to end quantitative easing" basically in his last meeting." - in CBS Market Watch 

Related ETFs: SPDR S&P 500 ETF (SPY)

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.

Monday, September 23, 2013

Federal Reserve: To A Certain Extend They Are Increasing Their Stimulus

"To a certain extent, they are increasing their stimulus by not reducing bond purchases, which I think is one of the reasons why bond market sentiment, and the dollar sentiment, and gold sentiment changed so much today." - in Reuters

Related ETFs: SPDR S&P 500 ETF (SPY), SPDR Gold Trust (ETF) (GLD)

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, September 20, 2013

The Budget Cannot Handle Higher Interest Rates

"The Fed botched its message in June and is trying to undo that mistake. The data does not suggest that the economy can make it on its own and once stimulus is sent on a lower trajectory it cannot be reversed quickly. Certainly the budget cannot handle higher interest rates." - in Chicago Tribune 

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.

Thursday, September 19, 2013

The Data Does Not Suggest That The Economy Can make It On Its Own

"The Fed botched its message in June and is trying to undo that mistake. The data does not suggest that the economy can make it on its own." - in Reuters 

Related ETFs: SPDR S&P 500 ETF (SPY)

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.