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Posts Tagged ‘TCW’

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…)

Nouriel Roubini Agrees with Jeff Gundlach

Posted by Larry Doyle on October 27th, 2009 11:18 AM |

Dr. Doom agrees with Wall Street’s top fixed income manger? Who are these individuals and on what do they agree?

Both these individuals are Economic All-Stars here at Sense on Cents (see left sidebar).  Nouriel Roubini (aka Dr. Doom) and Jeff Gundlach (aka Wall Street’s top fixed income manger) possess a contrarian view on the future of the U.S. dollar. While most analysts, economists, traders, investors, and speculators call for ongoing weakness in the greenback, Roubini and Gundlach believe the dollar will rebound and risk-based assets will retreat.

I addressed Gundlach’s views on this market driving principle on September 10th when I wrote “Jeff Gundlach of TCW Calling for Deflation and Dollar Rally”: (more…)

Let’s Listen to Trust Company of the West’s Jeff Gundlach

Posted by Larry Doyle on May 22nd, 2009 5:06 PM |

Jeff Gundlach, Chief Investment Officer of TCW (Trust Company of the West) is widely considered to be one of the sharpest, if not THE sharpest, bond manager on Wall Street.  

Let’s listen to him address the dynamics of the bond market, in general, and the mortgage market, specifically: 

Let’s also listen to Mr. Gundlach address the dynamics within the housing market:

Glad to bring the best in the business to you here at Sense on Cents.

LD






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