Oil Trades Near Four-Month Low on Greece Concern, U.S. Elections – Bloomberg 11-05-12

Salient to Investors: Eugen Weinberg at Commerzbank predicts Brent crude will rebound toward $110 a barrel this month, and says the oil markets prefer Obama. Morgan Stanley said Brent will remain in a range of $105 to $110 as higher refinery runs offsets global economic risks. Ken Hasegawa at Newedge Group said we have plenty of crude worldwide,

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Tiger’s Roberston Says ‘Disaster’ Funds Wrong: Tom Keene – Bloomberg 10-26-12

Salient to Investors: Julian Robertson at Tiger Management said hedge funds positioned for a “disaster” are making a mistake – so bearish that they’re not going to get out of it without a black-swan type event. The Bloomberg Global Aggregate Hedge Fund Index is up 3.1 percent in 2012 through September versus

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State Funds Focus on Alternative Assets, Ex-KIC Official Says – Bloomberg 10-18-12

Salient to Investors: Investors are growing wary of publicly traded securities as interest rate cuts at central banks helped inject liquidity into markets, bolstering bonds and stocks. Scott Kalb at KLTI Advisors said: Sovereign wealth funds are increasing their allocations to alternatives Institutional investors are focusing on hedge funds and private

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Warburg Hunts Stakes for World Cup Buildup: Corporate Brazil – Bloomberg 10-16-12

Salient to Investors: Luca Molinari at Warburg Pincus is targeting infrastructure service providers in Brazil which will grow significantly in the coming years. BTG Pactual Participations and Carlyle Group also seek to profit from investments needed to upgrade Brazil’s infrastructure for the World Cup and 2016 Summer Olympic Games. Eduardo Centola at Banco

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Hedge Funds Cut Bets as Prices Drop Most Since June: Commodities – Bloomberg 09-23-12

Salient to Investors: Chad Morganlander at Stifel Nicolaus said a structural shift in China’s economy and European economic woes will pressure commodity prices – China over the last few years artificially torqued its economy. China is the world’s biggest consumer of everything from copper to pork to soybeans, while the U.S. is the largest user of crude oil and

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