Jeffrey Gundlach on a webcast, earlier comments here:

Reuters with a little more, this time for EM people:

  1. "I think it is excellent time - if you haven't been in emerging market bonds or high-yield bonds - to contemplate at least a partial shift based upon the level of the dollar and valuation"

Also from Mr. G:

  • Would be a buyer of gold
  • bullish on commodities still