Friday, November 30, 2012

Quotes from Reuters 2013 Investment Summit

(See the entire piece here; the main Investment Summit page is here)
BONNIE BAHA, SENIOR PORTFOLIO MANAGER AT DOUBLELINE CAPITAL: "The term (fiscal cliff) is going to become a new drinking game...My fear is that the can gets kicked down the road for at least a 6-month period."

DANIEL YU, INDEPENDENT HEDGE FUND ANALYST: "Microsoft (MSFT.O) is a great short...Microsoft is this big Goliath in a room full of many little Davids who are very busy throwing slingshots at them."

DAVID SCHAWEL, FIXED INCOME PORTFOLIO MANAGER: "I'm not a big fan of Mortgage REITs...There's a lot of dumb money that are chasing this in hopes of this yield."

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