Weekend Recap – Post-Labor Day Catchup
Just catching up on the Weekend Recap after taking a weekend off for Labor day. Hope everyone had an enjoyable and restful weekend. Just to get the week kick started, here’s a rundown of some interesting posts that I came across in the past week.
Market Commentary
- Bill Gross, bond-king at PIMCO, released his most recent commentary, “On the ‘course’ to a new normal.”
- Bespoke Investment Group publishes its analysis of US stock returns vs. foreign market indexes in local currency. It’s not pretty.
- The Economic Policy Institute believes unemployment is soaring to historical heights.
- Angry Bear takes a look at polling results which show that most Americans are in favor of progressive taxes.
Investment Ideas
- Market Folly reports that Peter Thiel and Paul Tudor Jones’ respective hedge funds are betting against a sustained recovery in US equities.
- Contrarian Profits believes REITs remain a dangerous asset class.
- Value Plays takes a short term and long term look at Sears.
More on this topic
(What's this?)
The World According to Pimco's Bill Gross
(Wealth Daily, 7/20/09)
Wealthtrack: Gross and El-Erian on no growth and low returns
(Investment Postcards from Cape Town, 10/29/11)
PIMCO’s Mohamed El-Erian “QEIII is Likely”
(Value Investing, 2/3/12)
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