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Are We There Yet?

Mohammed El-Arian, the Co-CIO of PIMCO Funds, often makes the analogy that investing in the post-Lehman world is like riding in car over a bumpy road to an unknown destination. After rebounding in 2009, stocks have posted healthy gains but have…

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Japan

We want to let you know we are watching with great interest what is happening in Japan. As most of you know we look at this potentially catastrophic event as if the glass is “half full” not half empty! We…

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Walls of Worry

Record home foreclosures, high unemployment, massive municipal defaults, unrest in Egypt, record federal budget deficits, European debt concerns, higher interest rates, and rising inflation in China and emerging markets. Is there enough for investors to worry about? Yes-and then some! There…

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The “Wait and See” Economy

The dog days of summer are over, kids are going back to school, but the economy and the stock market still seem stuck, up just slightly since Memorial Day. Interest rates are low, inflation is lower, and stocks are cheap…

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Moderating Growth, More Volatility

The recent correction of 10-15% in major stock market indexes was ignited by concerns over sovereign debt markets in Europe, but it is also a reflection of moderating growth rate in our economy. The rapid rebound from our recession lows…

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Transitioning into the “New Normal”

Paul McCulley, a managing director at PIMCO, coined the economic slogan "New Normal". This term signifies a "changing of the guard" for consumers and businesses alike. From 1982 to 2007, the U.S. economy grew at an impressive 6-7% annual clip.…

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Scarcity Breeds Clarity

Every year the founders of the search company Google write an annual founders letter to shareholders. Though it has not been around as long as Warren Buffet's popular annual letter to Berkshire Hathaway shareholders, it is a good read for…

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Running the Race

Long-term investment goals can often be thrown into chaos by life's challenges. The collapse of housing prices, a crashing stock market, job loss, a divorce, or a hot stock tip that didn't pan out, these all can create obstacles to…

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