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HomeFPA’s Bob Rodriguez Has a Message for Washington
Posted by Larry Doyle on May 17th, 2012 8:05 AM |
First Pacific Advisor’s Bob Rodriguez is a renowned money manager. I hold him in the highest regard.
The only issue I have in regard to Mr. Rodriguez is that he is not in Washington managing our nation’s fiscal policy.
The simple fact is Rodriguez knows of what he talks and relates it in language that is foreign to most politicians, that is, plain English.
With the ongoing budget fiasco, debt ceiling, and accompanying fiscal cliff on our horizon at year end, recent comments by Rodriguez should ring long, loud, and clear throughout Washington. (more…)
Navigating Sense on Cents
Posted by Larry Doyle on April 11th, 2009 7:29 AM |
As many people travel this weekend to be with friends and family, I would like to take an opportunity to navigate the highways and byways of links and material connected to Sense on Cents.
I hope this post will open more eyes and ears to wider avenues of information as we collectively try to make sense of the economy, markets, and world of global finance.
If I could beg your indulgence, if any of these links do not interest you but you feel they may help others, please pass them along. I thank you in advance.
With no further adieu, let’s travel around Sense on Cents . . .
Career Planning: I have always taken pleasure in providing career guidance. I provide a wealth of Must Read articles from a variety of sources along with a Workshop for developing a game plan.
Market Data: this page connects to real time market data from the Wall Street Journal. Every sector of the market is a mere point and click away. Stocks, bonds, currencies, commodities, economic data, international markets, historical graphs, and more…
Newsworthy: some stories have made headlines, while others are off the beaten path. These stories come from your local papers and from posts around the world. I welcome sharing them with you.
No Quarter Radio: “Sense on Cents with Larry Doyle” is my weekly Sunday evening radio program. I share insights and perspectives on the markets and economy while also hosting outstanding professionals from all corners of finance as my guests. All shows are archived and available as podcasts on iTunes. I also provide an audio player right here on Sense on Cents immediately after the completion of each show so that you can listen to a playback of the show right from this site.
The Reading Room is filled with a variety of books (pleasure, finance, inspirational, educational) that I have enjoyed and found impactful.
For those working their way up the learning curve (aren’t we all?), I have
Primers on the following topics:
Investing: anything you could ever possibly want defined or simplified.
Mortgage Market and Mortgage Finance
Financial Aid
Insurance
Debt Management
I also closely track a number of professional money managers, economists, and analysts. This collection of pro’s pros are my Economic All-Stars and include:
Laszlo Birinyi: outstanding equity manager and Wall Street veteran
Nouriel Roubini: highly acclaimed NYU economist
Jeff Gundlach: the highly acclaimed Chief Investment Officer of Trust Company of the West
Bob Rodriguez: along with his First Pacific Advisors colleague Tom Atteberry, named Morningstar’s 2008 Fixed Income Managers of the Year
Bill Gross: the highly acclaimed bond manager at Pacific Investment Management Company
Greg Mankiw: widely respected Harvard Professor of Economics
John Mauldin: a true favorite of mine, this market analyst is amazingly well connected
Sheila Bair: the chair of the FDIC and, in my opinion, the preeminent regulator in the U.S. government today.
Carmen Reinhart: Professor of Economics at the University of Maryland
Thought Leaders: 22 of the finest economic minds in the world today connected to Project Syndicate, an international association of 415 newspapers in 150 countries !!
If you are reading this post, I hope this trip has opened new avenues of interest for you. As the moderator, I actively engage readers, so please do not hesitate to ask questions and leave comments, or – as some may say – sign the Guest Book!! Please share the site with friends, family, and colleagues.
Ultimately, I hope you enjoy coming to Sense on Cents as much as I do!
Have a blessed holiday ~
LD
Recommended Weekend Reading
Posted by Larry Doyle on May 30th, 2009 2:05 PM |
I strongly recommend the following:
Reflections and Outrage
Robert L. Rodriguez, Partner and CEO
First Pacific Advisors; May 29, 2009
This treatise put forth by Bob Rodriguez, the Morningstar Fixed Income Manager of the Year three times running, is as fine and comprehensive a review as I have seen to date. Rodriguez touches on the economic, financial, and political compenents of the current period. Rodriguez also addresses the future implications for our markets and global economy if the current approach does not change.
If you read nothing else this weekend, please do not skip this piece. You will not be disappointed. You will be enlightened.
The Dollar as World Currency: A Turning Point?
by Komal S. Sri-Kumar
Chief Global Strategist
Trust Company of the West
Are you aware of recent trade agreements between Brazil and The People’s Republic of China? Komal Sri-Kumar takes us into a world not covered by our media or analysts. In so doing, he addresses a topic which will likely have long term implications for our greenback.
Credit Crisis Watch: Thawing–noteworthy progress
by Dr. Prieur du Plessis
Chairman, Plexus Asset Management
This post at John Mauldin’s Outside the Box provides plenty of graphs and analysis supporting the current case promoting a turning in our economy. From Libor to commercial paper spreads to credit spreads, du Plessis makes a strong presentation. Will the stabilization and improvement continue? Well, prior to making that assessment, it is critically important to know from where we came and where we are now. This research piece provides a thorough analysis.
Pimco’s Gross Says Harvard, Yale May Need to Alter Investments
by Sree Vidya Bhaktavatsalam and Gillian Wee
Bloomberg
Will the investment styles at these universities withstand the rigors of the Brave New World in the Uncle Sam economy? What approach did Harvard and Yale embrace? These endowments launched headlong into alternative investments in which they sacrificed liquidity in pursuit of larger returns. Noted investment manager Bill Gross questions how effective that approach will be going forward. We can learn plenty from this article and measure our own investment approach in the process.
LD
Tags: Bill Gross commentary on Ivy League endowmentsty, Bob Rodriguez, Credit Crisis Watch, Currency agreement between Brazil and China, Dr. Prieur du Plessis, FPA< Bob Rodriguez, Harvard endowment, Kpmal S. Sri-Kumar, Morningstar Fixed Income manager of the year, Plexus Asset Management, Reflections and Outrage by Bob Rodriguez, Robert Rodriguez, Rordriguexz review the markets and economy, TCW Chief Glonbal Strategist, The Dollar as World Currency, Yale endowment
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