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  • Category: Archives
    • September 2019 – Week 1
    • Be wary, investors: the Hong Kong protests still threaten world markets – Bill Campbell
    • August 2019 – Week 3
    • August 2019 – Week 2
    • July 2019 Commentary
    • August 2019 – Week 1
    • July 2019 – Week 5
    • 2Q 2019 Economic Update – Multi-Asset Growth Strategy
    • Money Markets and the Federal Reserve – by William Campbell (July 2019)
    • July 2019 – Week 4
    • July 2019 – Week 3
    • June 2Q 2019 Commentary
    • July 2019 – Week 2
    • July 2019 – Week 1
    • May 2019 Commentary
    • June 2019 – Week 2
    • June 2019 – Week 1
    • DoubleLine CAPE® in Rising Rate Environments – March 2019
    • May 2019 – Week 3
    • April 2019 Commentary
    • May 2019 – Week 2
    • May 2019 – Week 1
    • 1Q 2019 Economic Update – Multi-Asset Growth Strategy
    • The Power of Copper-Gold, Mayberry – April 2019
    • March 2019 Commentary
    • Surfing with the Tides-Strategic Asset Allocation
    • March 2019 – Week 2
    • February 2019 – Week 3
    • January 2019 Commentary
    • December 2018 Commentary
    • Fixed Income Outlook 2019
    • January 2019 – Week 2
    • January 2019 – Week 1
    • Quantitative Easing: Welcome to the Hotel California
    • December 2018 – Week 3
    • November 2018 Commentary
    • Direction of Interest Rates – December 2018
    • December 2018 – Week 1
    • Jeffrey Gundlach Talks Total Return Strategy – Aug. 2018
    • November 2018 – Week 5
    • November 2018 – Week 4
    • November 2018 – Week 3
    • November 2018 – Week 1
    • 10 FAQ about DoubeLine Shiller Enhanced CAPE®
    • October 2018 – Week 4
    • October 2018 – Week 3
    • October 2018 – Week 2
    • October 2018 – Week 1
    • September 2018 – Week 4
    • September 2018 – Week 3
    • September 2018 – Week 2
    • September 2018 – Week 1
    • August 2018 – Week 5
    • August 2018 – Week 4
    • August 2018 – Week 3
    • July 2018 Commentary
    • The Sherman Show Podcast – Jeffrey Gundlach Press Release 8-20-2018
    • August 2018 – Week 2
    • August 2018 – Week 1
    • July 2018 – Week 4
    • 2Q 2018 Economic Update – Multi-Asset Growth Strategy
    • July 2018 – Week 3
    • June 2Q 2018 Commentary
    • July 2018 – Week 2
    • July 2018 – Week 1
    • June 2018 – Week 5
    • June 2018 – Week 4
    • May 2018 Commentary
    • June 2018 – Week 3
    • June 2018 – Week 2
    • June 2018 – Week 1
    • May 2018 – Week 4
    • May 2018 – Week 3
    • May 2018 – Week 2
    • April 2018 Commentary
    • May 2018 – Week 1
    • April 2017 – Week 4
    • April 2018 – Week 4
    • Mortgage Backed Securities – Advantages of MBS in Today’s Environment
    • 1Q 2018 Economic Update – Multi-Asset Growth Strategy
    • April 2018 – Week 3
    • MAG – Asset Allocation Series – April 2018, “Inflation is Inflationary”
    • March 1Q 2018 Commentary
    • April 2018 – Week 2
    • April 2018 – Week 1
    • March 2018 – Week 5
    • March 2018 – Week 4
    • Four Indicators of Higher Inflation over the Near-Term?
    • March 2018 – Week 3
    • March 2018 – Week 2
    • February 2018 Commentary
    • March 2018 – Week 1
    • February 2018 – Week 4
    • February 2018 – Week 3
    • January 2018 Commentary
    • February 2018 – Week 2
    • 4Q Economic Update – Multi-Asset Growth Strategy
    • February 2018 – Week 1
    • January 2018 – Week 4
    • January 2018 – Week 3
    • December 4Q 2017 Commentary
    • January 2018 – Week 2
    • January 2018 – Week 1
    • December 2017 – Week 5
    • December 2017 – Week 4
    • December 2017 – Week 3
    • November 2017 Commentary
    • December 2017 – Week 2
    • December 2017 – Week 1
    • November 2017 – week 4
    • November 2017 – Week 3
    • October 2017 Commentary
    • November 2017 – Week 2
    • 3Q Economic Update – Multi-Asset Growth Strategy
    • November 2017 – week 1
    • October 2017 – Week 4
    • October 2017 – Week 3
    • The Future of the Fed’s Balance Sheet
    • October 2017 – Week 2
    • September – 3Q 2017 Commentary
    • October 2017 – Week 1
    • September 2017 – Week 5
    • September 2017 – Week 4
    • September 2017 – Week 3
    • August 2017 Commentary
    • September 2017 – Week 2
    • September 2017 – Week 1
    • August 2017 – Week 4
    • Unconstrained Flexible Income
    • August 2017 – Week 3
    • July 2017 Commentary
    • March 2017 – Week 2
    • March 2017 – Week 1
  • Category: Articles
    • Fixed Income Returns and Yields – August 2020
    • U.S. Infrastructure After the Nov. 3 Elections
    • Relative Value in Securitized Credit – September 2020
    • Commercial Real Estate Credit in Post-COVID-19 World – Morris Chen, Sept 2020
    • Advantages of Agency MBS
    • Residential Market Update – August 2020
    • The Smart Beta (R)evolution – 2Q 2020
    • DoubleLine Shiller Enhanced CAPE® FAQ
    • Structured Products Briefing
    • Mortgage Market Q&A with Portfolio Manager Ken Shinoda
    • EU Orthodoxy at the Crossroads of COVID-19 – Bill Campbell – March 30, 2020
    • This Is The Scariest Gauge for the Bond Market 1-9-2020
    • U.S. Fixed Income Asset Allocation Outlook – Jan 2020
    • U.S. Mortgage-Backed Securities Outlook – Jan 2020
    • The Smart Beta (R)evolution – 4Q 2019
    • Monica Erickson “Why top-tier bonds are not as safe as they might seem”
    • Let’s Talk Total Return Strategy – Sept 2019
    • Where Are We in This Economic Cycle-Kimmel – April 2019
    • China Appetite for US Assets – Campbell – FinancialTimes 03-19-2019
  • Category: Commentary
    • August 2020 Commentary
    • July 2020 Commentary
    • DoubleLine Macro-Asset Allocation Team’s Macroeconomic Update
    • 2Q 2020 Commentary
    • May 2020 Commentary
    • April 2020 Commentary
    • 1Q 2020 Commentary
    • February 2020 Commentary
    • January 2020 Commentary
    • December 2019 Commentary
    • November 2019 Commentary
    • October 2019 Commentary
    • 3Q 2019 Economic Update – Multi-Asset Growth Strategy
    • September 3Q 2019 Commentary
    • August 2019 Commentary
    • February 2019 Commentary
    • 3Q 2018 Economic Update – Multi-Asset Growth Strategy
  • Category: News
  • Category: Podcast Bios
    • Katie Nixon Bio Page
    • Daniel Crosby Bio Page
    • Bob Brinker Bio Page
    • Erik Lundh Bio Page
    • Mark Zandi Bio Page
    • Sean Trende Bio Page
    • David Rosenberg Bio Page
    • Terry Savage Bio Page
    • Robert Stein Bio Page
    • Edward S. Hyman Bio Page
    • Steven Romick Bio Page
    • S7 E5 Stephanie Lang Bio Page
    • S7 E4 Michael Ryan Bio Page
    • S7 E3 Wayne Wicker Bio Page
    • S7 E1 Christopher Hyzy Bio Page
    • S6 E8 Raoul Pal Bio Page
    • S6 E5 Gad Levanon Bio Page
    • S6 E4 – Anthony Scaramucci Bio Page
    • S5 E11 Nancy Davis Bio Page
    • S5 E9 David Zervos Bio Page
    • James Bianco Bio Page
    • S5 E6 Francisco Blanch Bio Page
    • S5 E4 Peter Cecchini Bio Page
    • S5 E3 Dr. Robert Shiller Bio Page
    • S5 E1 William Hughes Bio Page
    • S5 E5 Torsten Slok Bio Page
    • S4 E6 – Josh Emanuel Bio Page
    • Danielle DiMartino Booth Bio Page
    • Guests Appearing on The Sherman Show S5 E2
  • Category: Uncategorized
    • Bart van Ark Bio Page
    • April 2020 – Week 4
    • Protected: The Power of Copper-Gold, Mayberry – April 2019 – test
    • S4 E8 Brendt Stallings, Portfolio Manager
  • Category: Weekly Recaps
    • September 2020 – Week 2
    • September 2020 – Week 1
    • August 2020 – Week 4
    • August 2020 – Week 3
    • August 2020 – Week 2
    • August 2020 – Week 1
    • July 2020 – Week 5
    • July 2020 – Week 4
    • July 2020 – Week 3
    • July 2020 – Week 2
    • July 2020 – Week 1
    • June 2020 – Week 4
    • June 2020 – Week 3
    • June 2020 – Week 2
    • June 2020 – Week 1
    • May 2020 – Week 4
    • May 2020 – Week 3
    • May 2020 – Week 2
    • May 2020 – Week 1
    • April 2020 – Week 5
    • April 2020 – Week 3
    • April 2020 – Week 2
    • April 2020 – Week 1
    • March 2020 – Week 4
    • March 2020 – Week 3
    • March 2020 – Week 2
    • March 2020 – Week 1
    • February 2020 – Week 4
    • February 2020 – Week 3
    • February 2020 – Week 2
    • February 2020 – Week 1
    • January 2020 – Week 5
    • January 2020 – Week 4
    • January 2020 – Week 3
    • January 2020 – Week 2
    • January 2020 – Week 1
    • December 2019 – Week 3
    • December 2019 – Week 2
    • December 2019 – Week 1
    • November 2019 – Week 3
    • November 2019 – Week 2
    • November 2019 – Week 1
    • October 2019 – Week 5
    • October 2019 – Week 4
    • October 2019 – Week 3
    • October 2019 – Week 2
    • October 2019 – Week 1
    • September 2019 – Week 4
    • September 2019 – Week 3
    • September 2019 – Week 2
    • April 2019 – Week 3
    • April 2019 – Week 2
    • April 2019 – Week 1
    • March 2019 – Week 3
    • March 2019 – Week 1
    • February 2019 – Week 4
    • February 2019 – Week 2
    • February 2019 – Week 1
    • January 2019 – Week 5
    • January 2019 – Week 4
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