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Posts Tagged ‘Doubleline’

When Jeff Gundlach Talks, Sense on Cents Listens

Posted by Larry Doyle on May 6th, 2014 6:59 AM |

When I want to know where interest rates are headed, the one individual I listen to more than any other is Doubleline’s Jeffrey Gundlach.

What is Gundlach thinking now? He is decidedly cautious on our economy and increasingly believes that interest rates may move lower from current levels. He had recently opined that there is a growing chance that we revisit the lows in rates seen 2 years ago. The 10yr US Treasury rate currently sits at 2.6%. The low was touched in 2012 at approximately 1.4%.

Let’s navigate and listen to this Sense on Cents Hall of Famer talk about the economy, rates, and also why he is bearish on housing and homebuilders:

Navigate accordingly.

Larry Doyle

Please order a hard copy or Kindle version of my book, In Bed with Wall Street: The Conspiracy Crippling Our Global Economy.

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The opinions expressed are my own. I am a proponent of real transparency within our markets so that investor confidence and investor protection can be achieved.

 

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:
(more…)

Gundlach: “Investment Success Is About Timeliness”

Posted by Larry Doyle on April 10th, 2013 8:21 AM |

What is the finest mind in the market thinking now?

If I had a nickel for the number of people on Wall Street whom I have heard say that they had all the right trades but not necessarily at the right time, then I would have a lot of nickels.

Very simply, trading and investing are not simply about being in the right place in the market. Successful trading and investing are about being in the right places at the right times. Who gets this? Doubleline’s Jeff Gundlach who recently shared his visionary “must read”  insights.  (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…)






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