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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Crimson Ghost who wrote (82327)6/2/2007 10:17:31 AM
From: Tommaso  Read Replies (2) of 110194
 
I can't remember if I posted this on this or another thread, but a year or so ago it seemed to me that Bill Gross had suffered some kind of cerebral accident. Up to that point he seemed very sensible to me. Less than three years ago, I think it was, he said that he had a lot of his own and family assets in PIMCO's commodity fund, PCRDX, which is where you want to be if you expect inflation. If you expect inflation, you emphatically do not want to be in bonds, at least nothing with a maturity longer than a two or three years. So there is some kind of disconnect in Gross's head.
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