Every now and then I swing by the Mad Hedge Fund Trader's blog to get a handle on what he is watching. I have noted that we seem to think alike in the stocks and markets that we trade, even though he went all subscription some time ago.... and I don't pay for advice.....
Here is MHFT on a talk with Mohammed El Arian, the co-head of PIMCO. Pacific Investment Management Co. home of Bill Gross, aka "The Bond King". Those bond guys know their macro shit!
El Arian's comments are in tune with my recent take on the world. I humbly present:
Mohammed El Arian