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@truthgundlach
Bills fan. Art fan. Truth fan. DoubleLine Founder.
World & Business
A September 25, 2026, market roundup says Meta rose 4.5% on Thursday and was on pace for its best monthly gain in 13 years.
World & Business
One post argues that Fed rate hikes would worsen interest expenses because so much borrowing is short-term, while cuts would worsen inflation.
World & Business
France's 10-year yield rose more than its US counterpart despite the surprise coming from US economic data, according to a September 23 market commentary.
World & Business
A September 16, 2026 post says DoubleLine’s model suggests year-over-year inflation in the 4% range in the next CPI report.