This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Thursday, May 17, 2012
Jeff Gundlach on Bloomberg
Jeff Gundlach was recently on Bloomberg. Towards the end of the video he talks about some of the ideas he spoke on yesterday at the Ira Sohn Research conference. He also gives his thoughts on mortgages etc.