Celebrating his 64th birthday this April, PIMCO investment manager Bill Gross shares his global outlook and strategy for 2008, distilling down some of the ideas that he has previously shared at PIMCO Investment Committee meetings. It's a welcome chance to get inside the head of one of the world's biggest bond fund managers. In his April Investment Outlook, Gross tracks four primary themes:

(1) Credit markets, re-regulation and home prices;

(2) Bear Stearns and the "shadow banking system";

(3) Asset-backed lending;

(4) Taxpayer-financed bailouts 

Gross concludes that "home price declines have to be halted in order to revive the U.S. economy" and "the Bear Stearns crisis and its solution will lead to increased government regulation and a higher probability of inflation." 

Anyway, if reading about regulation and the credit markets sounds a bit dry, be sure to check out Bill Gross on iTunes -- it's possible to subscribe to his Investment Outlook as a free podcast subscription! (in the iTunes search box, just type in "Bill Gross PIMCO")

[image: Bill Gross] 

Righteous!!!! Thanks

We are at war with the most dangerous enemy that has ever faced mankind in his long climb from the swamp to the stars, and it has been said if we lose that war, and in so doing lose this way of freedom of ours, history will record with the greatest astonishment that those who had the most to lose did the least to prevent its happening.