Comments on: Repricing Risk Is Now Resetting Risk

By: Trend Following TV Martin Covel Episode 1 | MartinKronicle

Trend Following TV Martin Covel Episode 1 | MartinKronicle — Sun, 21 Feb 2010 12:04:25 +0000

[...] can use market timing to protect your [...]

By: irondoor

irondoor — Fri, 05 Feb 2010 04:15:16 +0000

Oh, no question you are right. I only wanted to make that one point.

By: martinkronicle

martinkronicle — Thu, 04 Feb 2010 22:36:27 +0000

Thanks for your comment and input. For the record, I think Bill Gross is
a great trader. However, the majority of PIMCO's products are 40 Act,
Long-only vehicles.

By: irondoor

irondoor — Thu, 04 Feb 2010 22:33:57 +0000

PIMCO does have a Short-Strategy fund. It is available through some brokers, but maybe only via the Instituional channel. This fund was the largest single position in their flexible All-Asset All-Authority fund at the end of last year.

I imagine that PIMCO is pretty good at hedging, and their timing looks to be working, given the direction of the maket lately (especially today).

By: irondoor

irondoor — Thu, 04 Feb 2010 20:15:16 +0000

Oh, no question you are right. I only wanted to make that one point.

By: martinkronicle

martinkronicle — Thu, 04 Feb 2010 14:36:27 +0000

Thanks for your comment and input. For the record, I think Bill Gross is
a great trader. However, the majority of PIMCO's products are 40 Act,
Long-only vehicles.

By: irondoor

irondoor — Thu, 04 Feb 2010 14:33:57 +0000

I imagine that PIMCO is pretty good at hedging, and their timing looks to be working, given the direction of the maket lately (especially today).