If it's 2008 redux, there is one big difference. It's Summer not Fall.

Everyone is nervous about Europe.  Me too.  I have no way of knowing how much of this is already priced in the market.  You'd have to say a lot based on the violent reaction in the oil patch, some…


Gundlach, King of Bonds, interview with Bloomberg on May 18th

If you haven't seen this interview with Gundlach before it's worth a look.  He talks about financial repression, natural gas and his short on Apple.