85 ordspråk av Bill Gross
Bill Gross
There's little doubt...that the bond market's salad days are over,
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There's nothing really wrong with [some of the things GE has done], ... It's to the advantage of a company to borrow cheaply and sell stock at a high P/E ratio. That's what companies can do to assist in growing earnings.
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They will cut until they reach the point that the average consumer finally cries 'uncle' and starts to take on risk.
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This is a market of disparate opinions and therefore increasing opportunities for those who get it right. We hope to be one.
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This radically changes advertising. It makes it much more accountable.
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This works because merchants have a high cost of
customer acquisition, and we lower it, ... We bring them customers with their wallets open.
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thoughtful, secular approach to the chairmanship, focused on the long-term evolution of the U.S. and the global economy.
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To the extent that they're at the beginning of their cycle, much as we were 12 months ago, that suggests a negative outlook for their bonds.
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Too much debt, geopolitical risk and several bubbles have created a very unstable environment which can turn any minute, ... More than any point in the past 20 or 30 years, there's potential for a reversal.
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Value is returning to the Treasury market,
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We can have a big impact not only in the U.S. , but in the developing world.
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We have a tug-of-war, really, between a domestic economy and a global economy,
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We think that inflation will be benign and may come down from these levels.
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We're beginning to see some signs that the economy is starting to weaken in the second half of 1998, ... We're going to see 1 to 2 percent growth. If we see those numbers, then we can move down even lower below 5 1/2 percent on the long bond.
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We're watching the daily statistics in terms of retail confidence and housing,
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