Bill Gross

By Michael Farrell, Annaly Capital Management My fellow mortgage market participants, On Tuesday, I attended the “Conference on the Future of Housing Finance” hosted by Treasury Secretary Tim Geithner and Housing and Urban Development…

From Bloomberg: Bill Gross, who runs the world’s biggest bond fund at Pacific Investment Management Co., said the U.S. should consider “full nationalization” of the mortgage- finance system as the Obama administration plots the revival…

Bill Gross, manager of the world's biggest bond fund at Pacific Investment Management Co., recently wrote that he now takes a less optimistic view of what he dubs "Keynesian consumption remedies." As a result, he talks to…

I have enjoyed Edward Hugh and Claus Vistesen's posting here as well as on their own sites because they add a European angle to the commentary I think we lacked. But, they also have brought their considerable interest in demographics to…

The bond guys PIMCO have decided to move into equities. They are doing so cautiously.  I mentioned some comments they made by Gross regarding safe, high dividend stocks like utilities. At the time, he was suggesting almost all asset…

On Monday when I wrote Why Stimulus Is No Panacea, I mentioned that I had written two posts in the past entitled "It's the debt, stupid" (read them here and here). Just as the Clintonites of 1992 pointed to the economy as the…

Bill Gross is a bond guy. And in the bond world, the return of capital counts for a heck of a lot more than the return on capital. So, naturally, with debts being socialized from the private to the public sector, Gross has been asking…

While Warren Buffett is out tarnishing his reputation with quotes about how "phenomenal" the ratings agencies' business model is, Bill Gross is accusing them of aiding and abetting the financial crisis. Here's a quote from Bill…

I must say, Bill Gross is really sour on events in the United States these days. His monthly works are getting more and more populist. And it's interesting to see how he can segue from his introductory populist screed into a cogent…

That’s the question on everyone’s mind and the one Bill Gross of Pimco attempts to answer in this month’s Investment Outlook. He starts out defining the problem as a lack of aggregate demand – the Keynesian understanding of depression.…