Latest Blog: Stop the Game! - 01/31/2021
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TED ELIOPOULOS: CALPERS' $300-BILLION MAN 02-08-2015
"It's perfectly possible to be a very effective leader even if you don't have all the experience in the weeds," said Michael Rosen, a principal at ...
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DOLLAR 02-06-2015
My quarterly letter talks about the strength of the US dollar and why it should continue to rise (see Chart below), but I wanted to note here the huge ...
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JOBS, JOBS, JOBS 02-06-2015
The US economy is stronger than we think: 257,000 net new jobs in January, but another 404,000 jobs were "found" (due to a recalculation) in November ...
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PIMCO FUND HAD $11.6 BILLION OF WITHDRAWALS IN JANUARY 02-03-2015
At this point, most people who've decided to exit have exited," Michael Rosen. "I think that's probably right unless performance starts deteriorating ...
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CONSENSUS 01-28-2015
Europe is a mess, everyone agrees: poor demographics, sclerotic and oppressive regulation, political dysfunction. European stocks lost 6% last year as ...
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VANGUARD'S FUNDS REACH NEW HEIGHTS 01-26-2015
Although Mr. Rosen said he still believes in active management " "it just requires the right mix of resources, experience, organization and ...
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FOR VANGUARD, THESE ARE THE BEST OF TIMES 01-26-2015
Others agree. "The trend toward passive investing is something (Vanguard founder) John Bogle really believed in," said Michael Rosen, a principal of ...
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STATISTICS 01-20-2015
Mark Twain wrote in his autobiography that there are three kinds of lies: lies, damned lies and statistics. How true.Revenue can be deferred (or ...
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SWISS CHEESE 01-15-2015
Back in 2011, as talk of the Eurozone disintegrating was at high pitch, investors fled to the perceived safety of the Swiss franc (CHF). Naturally, ...
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WHY HIGH-YIELD DEBT SELLOFF ISN'T 2007 ALL OVER AGAIN. OR IS IT? 01-15-2015
Just as many underestimated the effect defaulting subprime mortgages would have on financial markets in 2008, investors pulling money from high-yield ...
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MARKET COMMENTARY 01-13-2015
A Secular Bull Market is generally defined as a long-term bullish trend consisting of larger bull markets and smaller bear markets or corrections. In ...
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IN VANGUARD'S SHADOW, SMALL FIRM SCORES TWEAKING INDEXES 01-13-2015
"Educated advisers are more likely to prevent their clients from making radical changes when markets drop," said Rosen. "The fact that those assets ...
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DODGE & COX GROWS ON PERFORMANCE, PIMCO FLOW 01-12-2015
While performance at both funds is strong, it's clear the Dodge & Cox bond strategy benefited from outflows at PIMCO, said investment consultant ...
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WEIGHTY 01-08-2015
Among new year resolutions, losing weight tops the list for the majority of Americans. Actually, I made up that statistic, but in my defense, (a) it ...
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PIMCO NAMES BERNANKE, BROWN, TRICHET TO GLOBAL ADVISORY BOARD 01-07-2015
"It's possible to imagine that there's some insight these individuals can provide,"" Rosen, whose Santa Monica, California-based firm advises on more ...
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PIMCO TOTAL RETURN SUFFERS WORST YEAR FOR REDEMPTIONS, WITH GROSS, EL-ERIAN DEPA 01-03-2015
"You could still see some more outflows and then it probably stabilizes, unless performance really deteriorates," Michael Rosen, chief investment ...
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SHIPPING 01-02-2015
First, happy new year to all!I walked into the office this morning to a crystal clear view of the Pacific. What a beautiful start to the year!In the ...
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4TH QUARTER 2014 - CANUTE 01-01-2015
Beginning in the late 8th century, an intrepid band of explorers set out from their harsh, frozen lands, first to plunder, then to conquer most of ...
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GDP 12-23-2014
Normally, I wouldn't comment on any single economic release, but today's GDP revision adds to the mounting evidence of a strengthening US economy. GDP ...
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TOO MANY WORDS 12-22-2014
Among monetary economists, there is a raging debate over the merits of the Fed's burgeoning balance sheet. Back in November 2010, an open letter to ...
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ENERGY PANIC 12-16-2014
Take a look at the price of a barrel of good ol' West Texas Intermediate (see graph below). Two things jump out at me: big declines occur in ...
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EUROPE SPUTTERS, US CRUISES 12-15-2014
Europe's unemployment rate is 11.5%. Europe is currently growing at less than 1%. A rule of thumb is that it takes excess growth of 2-2.5% to drop the ...
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DEFLATION? NOT US 12-09-2014
The dramatic (40%!) drop in oil prices has caused some hysteria in the media about the rising risks of deflation. After all, lower energy prices is ...
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LABOR MARKET 12-05-2014
Oh, this was a strong report this morning, on every level:321,000 net new jobs in November.10 consecutive months of +200,000 payroll gains (228,000 on ...
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