Category Archives: Guest Research/Comments

China’s boom is more investment than consumption…

Posted on July 11, 2011 by Donald Stoltz

Cullen was recently asked to write a short column for Absolute Return’s online ”Unhedged Commentary” on China and their domestic disturbance.  Click on the following link to check out the article…please ignore the picture, but not the message… Domestic disturbance: China’s … Continue reading →

Posted in Economic Observations, Guest Research/Comments |     Print This Post Print This Post

PIMCO Investment Outlook – April 2011

Posted on April 4, 2011 by Donald Stoltz

It’s always entertaining to see what the $1.25t man has to say, especially when his $240b flagship fund (PTTRX) is trying to get their treasury holding down to zero has fast as possible.  Below is a chart from his most recent … Continue reading →

Posted in Guest Research/Comments |     Print This Post Print This Post