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gundlach warning about pimco fund?

Gundlach tweeted yday about a big bond fund that had outsized NAV loss compated to AGG. he said very ominous. Is this PIMCO? PIMIX?

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  • edited December 2022
    No idea what JG meant, but if you're asking about PIMIX, the NAV lost about 2.2% yesterday, but ~ 1% of that was a distribution.

    If JG did mean Pimco Income, it's done better than his flagship fund in just about all time periods this year. Even with that loss, PIMIX still beats DBLTX in total return in December so far.
  • Twitter is also buzzing over 2 mysterious JG tweets w/o any specifics.
  • This year JG has been off on many aspects of bond investing. He was recommending long bonds as the interest rate was climbing, These days I don’t pay much attention to him and his funds.
  • The one JG thing I try not to miss is the annual "Just Markets" webcast. It's always a deep dive into data I rarely see explored elsewhere, with little pure opinion, and what there is of that is pretty clear so can be ignored if that's a listener's pleasure. It's January 10 this year, access from the D'Line site.
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