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1 October 2009 by Cullen Roche 2 Comments

Bill Gross October Investment Outlook -  PIMCO

The World’s Bounciest Economies Have The Cheapest Currencies -  The Economist

October Will Slay The Bulls -  The Street

No Reason To Fear October -  MarketWatch

The U.S. Bubble Hasn’t Burst Yet -  Bloomberg

The Bank Losses Could Be Larger Than We Think -  Bloomberg

Part II Of The Paul Volcker Interview (Part 1 Can Be Found Here)  -  Charlie Rose

Cullen Roche

Cullen Roche

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Comments
  • James

    Supposedly Goldman Sachs revised their job loss estimation to -250K from -200K, which may have been a reason for the sell off. I am sure the government was nice enough to give them the numbers in order for the job losses to be either ‘better than expected’ or ‘not really that much worse than expected’. Whatever it is, it is the gov. way of still trying to lure investors back into the markets…

    I cannot verify this, only heard rumors. Have you heard anything TPC?

    10/01/2009 at 5:48 PM
  • Cullen Roche TPC

    James,

    I posted this early today. Hatzius revised his estimate down. http://pragcap.com/prepping-for-the-jobs-report

    10/01/2009 at 5:52 PM