Comments on: Bill Gross: Start shouting “New Normal” http://www.investmentpostcards.com/2010/07/01/bill-gross-start-shouting-%e2%80%9cnew-normal%e2%80%9d/ Prieur du Plessis’s international investment blog Sun, 29 Jan 2012 22:06:48 +0000 hourly 1 http://wordpress.org/?v=3.1.1 By: Sherman McCoyhttp://www.investmentpostcards.com/2010/07/01/bill-gross-start-shouting-%e2%80%9cnew-normal%e2%80%9d/comment-page-1/#comment-33905 Sherman McCoy Sat, 10 Jul 2010 14:20:18 +0000 http://www.investmentpostcards.com/?p=20997#comment-33905 Is this the same Gross that touted GM bonds a few years back? Thanks for the loss, Bill! His track record appears to be inversely correlated with his fame, and his recommendations are typically in direct opposition to his positions.The last call he made a few months back was that the bond bull market is over. I hope nobody was foolish enough to follow that one. Is this the same Gross that touted GM bonds a few years back? Thanks for the loss, Bill! His track record appears to be inversely correlated with his fame, and his recommendations are typically in direct opposition to his positions.

The last call he made a few months back was that the bond bull market is over. I hope nobody was foolish enough to follow that one.

]]> By: Brokerhttp://www.investmentpostcards.com/2010/07/01/bill-gross-start-shouting-%e2%80%9cnew-normal%e2%80%9d/comment-page-1/#comment-33889 Broker Fri, 09 Jul 2010 14:59:16 +0000 http://www.investmentpostcards.com/?p=20997#comment-33889 Yeah, the double digits returns is the thing of past. But everyone still points to the history. So until history changes...I was and still am worried about inflation. But with large part of US population turning against deficit, inflation might not be a problem. Could Obama and democrats pass another stimulus? If not, than dollar seems to be safe for now. Yeah, the double digits returns is the thing of past. But everyone still points to the history. So until history changes…

I was and still am worried about inflation. But with large part of US population turning against deficit, inflation might not be a problem. Could Obama and democrats pass another stimulus? If not, than dollar seems to be safe for now.

]]> By: Paul Hanlyhttp://www.investmentpostcards.com/2010/07/01/bill-gross-start-shouting-%e2%80%9cnew-normal%e2%80%9d/comment-page-1/#comment-33828 Paul Hanly Sat, 03 Jul 2010 14:57:49 +0000 http://www.investmentpostcards.com/?p=20997#comment-33828 With the fall in 10 year US Treasury yields to under 3%, the fall in the S&P 500 and the recovery of earnings, using the data from Robert Shillers spreadsheet the inverse of the TNX yield is now half the earnings yield of the S&P 500.If, in the face of austerity, bond yields remain low (as they have in Japan - under 4% for 15 years now)then there may be room for substantial capital gain in risk assets. Or bond yields could go back up, or demand, employment and earnings fall with increased austerity.For more see my post with charts on Seeking Alpha: http://seekingalpha.com/instablog/508569-explorer/79895-what-the With the fall in 10 year US Treasury yields to under 3%, the fall in the S&P 500 and the recovery of earnings, using the data from Robert Shillers spreadsheet the inverse of the TNX yield is now half the earnings yield of the S&P 500.

If, in the face of austerity, bond yields remain low (as they have in Japan – under 4% for 15 years now)then there may be room for substantial capital gain in risk assets. Or bond yields could go back up, or demand, employment and earnings fall with increased austerity.

For more see my post with charts on Seeking Alpha:
http://seekingalpha.com/instablog/508569-explorer/79895-what-the

]]> By: Arthurhttp://www.investmentpostcards.com/2010/07/01/bill-gross-start-shouting-%e2%80%9cnew-normal%e2%80%9d/comment-page-1/#comment-33763 Arthur Thu, 01 Jul 2010 14:57:04 +0000 http://www.investmentpostcards.com/?p=20997#comment-33763 I agree with you. American bubble economy is deflating again and it's not going to be pretty. The only thing I disagree is "low return on stocks". I think the only way to get any return on stocks is to short them. I agree with you. American bubble economy is deflating again and it’s not going to be pretty. The only thing I disagree is “low return on stocks”. I think the only way to get any return on stocks is to short them.

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