Seeking Alpha

Great rotation: Gross and Gundlach see outflows

Comments (3)
  • minecanary
    , contributor
    Comments (562) | Send Message
     
    When the taper finally happens - or we splash a Chinese war plane - there will be nowhere to hide except the metals.
    3 Dec 2013, 01:52 PM Reply Like
  • Mark Humphrey
    , contributor
    Comments (761) | Send Message
     
    As long as the Fed continues to aggressively pump QE into banks, long term interest rates will want to go up. That's because QE makes transactions money grow (much more than otherwise). The new transactions money bids company revenues higher, ahead of historical costs. That's one reason profit margins are so high today.

     

    Interest rates want to rise toward parity with artificially elevated profit margins. Much higher long term interest rates will make troubles for stocks and shatter confidence in the Fed. Gold and its miners will then want to rally.
    3 Dec 2013, 02:04 PM Reply Like
  • Morgan Myrmo
    , contributor
    Comments (940) | Send Message
     
    Where is the source? Don't articles like this need a source, such as "According to Lipper..."
    3 Dec 2013, 11:23 PM Reply Like
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