Weil’s View on Finance, Afternoon Edition – Bloomberg 08-30-13

Salient to Investors: Steve Hanke at Johns Hopkins University said inflation is always and everywhere a monetary phenomenon, but hyperinflation is always and everywhere a political phenomenon. payday short term loan Ricardo Hausmann at Harvard says the Fed’s planned tapering is not the only reason why emerging-market stocks and bonds

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Wall Street’s Rental Bet Brings Quandary Housing Poor – Bloomberg 08-29-13

Salient to Investors: Private-equity firms, hedge funds and REITs have bought more than 100,000 US homes, becoming dominant single-family landlords in markets hardest-hit by the housing crash such as Atlanta. Christopher Thornberg at Beacon Economics said investors that are building home-rental companies may not want to take on the red tape, stigma of

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Dalio Patched All Weather’s Rate Risk as U.S. Bonds Fell – Bloomberg 08-14-13

Salient to Investors: The decline at Bridgewater Associates’ All Weather fund and similar funds shows allocating assets between stocks and bonds can leave investors overexposed to rising interest rates. Ramin Nakisa at UBS Investment Bank said June’s sell-off in Treasuries and inflation-linked bonds was just a dress rehearsal for the volatility awaiting

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Fortress to Blackstone Say Now Is Time to Sell on Surge – Bloomberg 08-01-13

Salient to Investors: Private-equity managers from Fortress Investment to Blackstone say now is the time to exit investments as stocks rally and interest rates start to rise. Wesley Edens at Fortress said he is preparing holdings for public offerings while struggling to find attractive new deals. Pete Briger at Fortress said the environment extends

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Hedge Funds Raise Gold Bets as Goldman Sees Decline: Commodities Bloomberg 07-29-13

Salient to Investors: Hedge funds et al increased their net-long position in gold futures and options for the 4th consecutive week and the longest streak since October, while more than doubling bets on lower corn prices to a record net-short holding. Jeffrey Currie et al at Goldman Sachs said gold will decline

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61 Tons of Silver: Scenes of 3-Mile Treasure Haul – Bloomberg 07-23-13

Salient to Investors: Value of sliver found is $36 million versus the cost of exploration and salvage of $21 million at a depth 3 miles, versus 2.5 miles for Titanic. There are 3 million estimated wrecks in the ocean. Watch the video at http://www.bloomberg.com/video/61-tons-of-silver-scenes-of-3-mile-treasure-haul-Y_iIM_YoQ2KA1foiCLR1Rw.html Click here to receive free and immediate

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Treasuries Not Safe Enough as Foreign Buying Slowest Since 2006 – Bloomberg 07-21-13

Salient to Investors: Foreign investors are adding Treasuries at the slowest pace since 2006 amid the worst rout in 4 years, and own less than 50 percent of Treasuries outstanding for the first time since March 2012. However, China boosted its stake in 2013 to the most on record – adding US bonds in 7

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