US Equity

Hint: It's not Janus Capital.
Pimco is one of the biggest unknowns in the market right now.
Take the opportunity to see what's holding up on such a day.
Here is why the stock is worth a look, and then a purchase.
Buy the dip as bonds look riskier than stocks and cash is zilch..
With cheap stocks, you can stay safe during uncertain times.

That Was the Week That Was Real Money Pro($)

Let's review.
The market is just saying some adjustments have to be made.  
Innovative investors could shake up Kellogg and General Mills.  
I am setting up ratio spreads on both sides to play a potential move.

Columnist Conversations

Big win on short side today with F and GM on the lower Ford guidance. My short theme continues to be "Peak Aut...
The 16th annual Geneva Report, Deleveraging, What Deleveraging? is available below.
$66 following the print...great rec last week into earnings and earlier posts in the $50s.
Equities start out the trading week on a down note as Hong Kong comes out of the blue to be added to the grab ...


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