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Posts Tagged ‘Jeff Gundlach’

Doubleline/Gundlach: What in the World is Going On?

Posted by Larry Doyle on June 5th, 2013 9:37 AM |

A perennial Sense on Cents All Star and Hall of Fame inductee, Doubleline’s CEO Jeff Gundlach, presented an investment webcast yesterday.

I welcome sharing the slides utilized by the premiere investment manager in the business as he spanned the globe in his presentation dubbed, What in the World Is Going On?

Anybody with even a passing interest in understanding what is happening in our global economy will want to take anywhere from 5 minutes to many hours to absorb what can only be described as a treasure trove of invaluable and informative analysis.

Gundlach’s presentation provides an overview of the following and much more:

Weekend Reading: Let’s Meet Jeff Gundlach

Posted by Larry Doyle on December 1st, 2012 9:00 AM |

Wall Street.

The world of finance is largely centered on this American institution. In thinking of finance and markets, many are prone to think of annualized returns, measures of volatility, economic models, and so many more statistical facts and figures.

Robust numerical analysis is critically important to successfully navigating our economic landscape. While the numbers are important, from my standpoint, what makes Wall Street truly interesting are the people.

Let’s meet one of Wall Street’s sharpest minds and perpetual top portfolio managers, Doubleline’s Jeff Gundlach, who was profiled recently by Bloomberg. Gundlach has lots to say and never disappoints. What lies ahead on our economic landscape and how will that play out in our markets?


Gundlach: “We’re Going to Jump the Track”

Posted by Larry Doyle on April 25th, 2012 4:59 AM |

When Jeffrey Gundlach talks, I listen.

The perennial Morningstar Fixed Income Manager of the year and CEO of Doubleline Capital spoke yesterday at the Investment Management Consultants Association national conference. What did he have to say? A lot.

You may want to put down your coffee and dispose of any sharp objects prior to reading this. Let’s navigate as Investment News shares Gundlach’s wide ranging views on our economy, policy and investments in writing, Dour Gundlach Sees Dramatic Comeuppance for U.S., >>>>> (more…)

Who’s Managing Your Mutual Fund?

Posted by Larry Doyle on March 29th, 2012 7:26 AM |

Can you imagine the Indianapolis Colts hyping season tickets for the upcoming season based upon the success of the team over the last decade with ‘you know who’ under center? Could you picture the Chicago Bulls doing the same after the departure of MJ? How about the Lakers after Magic, the Celtics after Bird, or the Edmonton Oilers after ‘The Great One’ Wayne Gretzky left town?

Sports fans are not stupid—or at least when it comes to this topic. They know that the leader and the team on the field are the keys to future success and that past performance, especially after the departure of the star, is certainly not indicative of future results.

Those investing in mutual funds should make sure they employ the same principle prior to buying tickets—that is, investing—in a fund that may have had significant past success. Why do I raise this topic? Let’s navigate. (more…)

Jeff Gundlach Had the Call

Posted by Larry Doyle on August 25th, 2010 7:40 AM |

What is it that distinguishes the greatest athletes in sports, such as Michael Jordan, Bobby Orr, Wayne Gretzky, Peyton Manning, Magic Johnson, Larry Bird? While these ‘best of the best’ have and had many extraordinary athletic skills, those who love the game know that these world class athletes were able to see exceptionally fast moving action in slow motion. (In Manning’s case, he still does!!) As such, they played the game three steps in front of their teammates and four steps in front of the competition. As a result, special things happened.

In the world of investing, there are a handful of investment managers who possess similar instincts. Jeff Gundlach of DoubleLine Capital is one of them. Two months ago, Jeff was the keynote speaker at a Morningstar conference. Let’s roll the tape, as I highlighted Jeff Gundlach Sees 10Yr Treasury Rallying to 2.5%:

3. What does Gundlach predict for government bonds?

He said there hasn’t been a single day when the U.S. government bond market has failed to be the beneficiary of risk concerns globally, especially over the euro. “And as long as that’s the case, the probability is the 10-year Treasury is going to go to the yield of two-and-a-half percent,” he said. “Which sounds very low, but it’s been there before. In Japan, when they were dealing with similar problems, the bond yield stayed below that level for 20 years. So the bond market outlook in government bonds, for the time being, is positive.”

Where was the 10Yr Treasury when Gundlach made this call? (more…)

Jeff Gundlach Sees 10Yr Treasury Rallying to 2.5%

Posted by Larry Doyle on June 23rd, 2010 9:42 AM |

Jeff Gundlach

Jeff Gundlach, CEO and CIO of Doubleline Capital, is delivering the keynote speech today at the Morningstar Investment Conference in Chicago. For a sneak peek at some of the pearls of wisdom and sense on cents that Gundlach will likely deliver, let’s review a Morningstar commentary shared with us by a good friend, Gundlach: Debt is Still the Problem:

1. What does Gundlach think about the government stimulus and its immediate and long-term impact on our economy? (more…)

Jeff Gundlach Provides Sense on Cents

Posted by Larry Doyle on May 28th, 2010 7:04 AM |

Sense on Cents is all about helping people understand risk. Would you know risk if and when you see it? How would you handle risk? Are there enormous hidden risks in the markets and economy today?

Jeff Gundlach, CEO and CIO of Doubleline, is an expert on assessing and managing risk. Thanks to a loyal Sense on Cents reader for sharing video clips from discussions Jeff Gundlach recently had with Morningstar’s Jason Stipp.

I guarantee you in the course of ten minutes and in reviewing four clips (European crisis, deflation, credit spreads, too big to fail asset managers) of Jeff Gundlach, you will be more well informed and prepared to effectively navigate the economic landscape.

1. DoubleLine CEO, CIO, and portfolio manager Jeffrey Gundlach says the European debt crisis is not close to being 50% priced into the market yet.

2. DoubleLine CEO, CIO, and portfolio manager Jeffrey Gundlach says deflationary forces of excessive debt remain the most important factor in the market today. (Video clip here)

3. DoubleLine CEO, CIO, and portfolio manager Jeffrey Gundlach says the covenants protecting investors have eroded very quickly in recent bond issuances, which will sow the seeds for bigger default problems and weaker performance in the future. (Video clip here)

4. DoubleLine CEO, CIO, and portfolio manager Jeffrey Gundlach says if Citigroup was too big to fail, then so much greater is the risk for asset managers operating with multiples of that market cap. (Video clip here)

Thanks again to Bud for sharing these clips of the top fixed income manager in the markets today, Doubleline’s Jeff Gundlach.


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Jeff Gundlach Provides Sense on Cents

Posted by Larry Doyle on May 17th, 2010 11:12 AM |

We have not heard much lately from the former high profile money maven, Jeff Gundlach. You may recall that Gundlach departed the LA-based Trust Company of the West late last year under very questionable circumstances, leading to an ugly lawsuit. I highlighted as much this past January in writing, “TCW vs Gundlach, et al: Getting Ugly Early.”

What has Gundlach been up to lately? The Wall Street Journal brings us up to date on the once high-flying, but currently humbled, money manager in writing, Gundlach Gets Back in the (Smaller) Game:

Jeffrey Gundlach, the bond-fund manager whose departure from TCW Group in December made headlines, still sees himself as a player in the industry. (more…)

TCW vs Jeff Gundlach, et al: Getting Ugly Early

Posted by Larry Doyle on January 7th, 2010 8:06 PM |

Jeff Gundlach

Jeff Gundlach

It is not often that the top bond manager on Wall Street gets fired. What prompted the unceremonious departure of Jeff Gundlach from Trust Company of the West?

Stories of financial intrigue are always riveting. The real deal of authentic Wall Street financial conspiracies and resulting legal actions are much more riveting. Did Jeff Gundlach and other defendants steal a wealth of TCW proprietary information prior to being shown the door? Did Gundlach, et al commit fraud and a breach of fiduciary duty while at TCW? Did TCW plan to confiscate revenue generated by Gundlach and team?

What are we to make of TCW management’s allegation that they found inappropriate contraband in Gundlach’s office the day he was fired. What sort of contraband? Marijuana, drug paraphernalia, a collection of sexual devices, and hardcore pornographic magazines. (more…)

Sense on Cents 2009 Halls of Fame and Shame

Posted by Larry Doyle on January 4th, 2010 9:47 AM |

For those who missed last evening’s No Quarter Radio’s Sense on Cents with Larry Doyle Hall of Fame and Shame Induction, I am compelled to provide a recap and listing of all those honored or dishonored — depending on one’s perspective. What was the measuring stick to make these assessments? Very simply, the pursuit and promotion of truth, transparency and integrity as we navigate the economic landscape.

Some names you will immediately recognize, others you may not. Additional information about these individuals can be found via the search window (located above the right sidebar) at Sense on Cents. The names appear in no specific order of priority or importance. With no further adieu . . .

Sense on Cents 2009 Hall of Shame Inductees

1. Bernie Madoff
2. Nicholas Cosmo: ran financial scam at Agape World
3. Tim Geithner: tax cheat amongst other things
4. Larry Summers: arrogant, condescending, and sleep deprived
5. Auction-Rate Securities dealers and managers, especially Oppenheimer Holdings, E-Trade, Schwab, Pimco, Van-Kampen, Blackrock
6. The Wall Street Journal
7. George Soros
8. Chris Dodd (D-CT): reasons too numerous to mention
9. The Board of FINRA
10. Franklin Raines and Leland Brendsel: former CEOs of Fannie and Freddie
11. Wall Street management, especially Lloyd Blankfein of Goldman Sachs
12. Frank Dipascali: a special place in hell for Madoff’s CFO
13. Rahm Emanuel
14. Jimmy Cayne: CEO of Bear Stearns
15. Dick Fuld: CEO of Lehman Bros.
16. Congress collectively
17. Barney Frank (D-MA): reasons too numerous to mention, but start with “I want to roll the dice…”
18. Bank Stress Tests: a total sham
19. Allen Stanford
20. Steven Rattner: car czar
21. Bruce Malkenhorst: receiving a 500k pension from Vernon, CA
22. Barack Obama: just another politician (more…)

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