http://mortgagenewsclips.com/2008/12/02/ira-artmans-sterling-slivers-erode-ahead/ Mortgage Industry News Thu, 18 Mar 2010 05:32:42 -0700 http://wordpress.org/?v=2.8.4 hourly 1 http://mortgagenewsclips.com/2008/12/02/ira-artmans-sterling-slivers-erode-ahead/comment-page-1/#comment-13934 Dave Quimby Fri, 05 Dec 2008 13:58:48 +0000 http://mortgagenewsclips.com/2008/12/02/ira-artmans-sterling-slivers-erode-ahead/#comment-13934 Ira, I'm actually commenting about the 100 years article. You might want to read Bill Gross' latest commentary on the PIMCO website. He's making a very similar point, shorter time frame, about mean reversion. His final comment is that Corporate bonds are the preferred asset; I do think some of his stuff (you can read the prior monthly comments on the site as well) is self serving at times. Also, I couldn't find the DB article from the link. Goes to the DB home page and when I typed in the article title, I wasn't able to get anything. Thanks. Ira,
I’m actually commenting about the 100 years article. You might want to read Bill Gross’ latest commentary on the PIMCO website. He’s making a very similar point, shorter time frame, about mean reversion. His final comment is that Corporate bonds are the preferred asset; I do think some of his stuff (you can read the prior monthly comments on the site as well) is self serving at times. Also, I couldn’t find the DB article from the link. Goes to the DB home page and when I typed in the article title, I wasn’t able to get anything. Thanks.

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