tag:blogger.com,1999:blog-5673441815180854503.post8768873266399491245..comments2023-09-10T09:54:59.309+01:00Comments on Screwtape Files: What is Pimco up to and why do I care?Louis Cypherhttp://www.blogger.com/profile/07670126160101669248noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-5673441815180854503.post-14136437124080099862011-04-11T12:43:33.113+01:002011-04-11T12:43:33.113+01:00I'm an avid slashdot.org, Macsurfer etc. / tec...I'm an avid slashdot.org, Macsurfer etc. / tech reader and I just stole a page from their sleuthing methods in figuring out what Apple might be up to. That is looking at the hiring.<br />Thanks for the tip on FOFOA I'll head over there later today.Louis Cypherhttps://www.blogger.com/profile/07670126160101669248noreply@blogger.comtag:blogger.com,1999:blog-5673441815180854503.post-46243789240947879692011-04-11T05:59:39.787+01:002011-04-11T05:59:39.787+01:00I have a new investment strategy which is 'wha...I have a new investment strategy which is 'what currency movement would screw me the most right now?', usually quite an accurate indicator. I think the same applies here, as you imply.<br /><br />Good thought to look at the hiring as an indicator/tell of direction - that absolutely displays their real-world intent/focus.<br /><br />There is also good discussion @ fofoa regarding the movement of the long bond into cash/short bonds and the implications for this (think ice-sheetsmelting). Treasuries topics are beyond my ken but if investors are chasing yield then we get a repeat of the 70's shortly (or something like that - I wasn't born when Nixon unpegged the dollar).Warren Jameshttps://www.blogger.com/profile/00631403827559820571noreply@blogger.com