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HomeGundlach: “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…)
What Is Really Going On in Global Economy/Markets?
Posted by Larry Doyle on December 12th, 2012 11:58 AM |
There is a reason that Jeff Gundlach and team at Doubleline have gone from zero to $50 BILLION in assets under management in a shorter time frame than some people can go to the bathroom and get back to their desk. What is that reason?
In my humble opinion, Gundlach and his colleagues have an uncanny ability to be three steps ahead of the competition while scanning the global economic and market landscape from a 360 degree angle. What makes them even more unique? (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 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…)
