Well, I, you know, I think at PIMCO we always try and be open with the press and the public. I mean, isn't that what voters want from their politicians? Mohamed El-Erian, our CEO, writes several op-eds a week.

If financial assets no longer work for you at a rate far and above the rate of true wealth creation, then you must work longer for your money.

When does money run out of time? The countdown begins when investable assets pose too much risk for too little return; when lenders desert credit markets for other alternatives such as cash or real assets.

When the tide goes out, you get to see who's swimming naked. PIMCO has had its bathing suit on for a long time

Companies typically borrow money at less than their return on equity and therefore compound their return at the expense of lenders.

Slow growth and inflation have a tendency to accompany large deficits and increasing debt as a percentage of GDP.

Bonds despite their ridiculous yields will not easily be threatened with a new bear market.