Sorting Out the Decade

December 19, 2012 at 08:10 AM EST

In today’s Outside the Box I bring you two pieces that, at first glance, may not seem to have much to do with each other. First, Bill Gross, PIMCO managing director, runs down the . . . → Read More: Sorting Out the Decade Similar posts: BACK TO THE BEGINNING Bear markets are about cleansing the excesses of the prior... Market Update Stocks: On Friday stocks formed the swing we were looking... Dollar on the Edge of the Abyss The dollar is now poised on the edge of the...

In today’s Outside the Box I bring you two pieces that, at first glance, may not seem to have much to do with each other. First, Bill Gross, PIMCO managing director, runs down the fierce structural headwinds that our hard-pedaling global economy faces over the next decade. I am going to deal at length with not only his GDP projections for the rest of the decade but those of Grantham and others in the last twoThoughts from the Frontline of this year. This is a challenging environment for traditional portfolio construction, but it’s par for the course as we slog through the secular bear market I was first … [visit site to read more]