Looking for the lifeboats – The Economist 09-19-15

Salient to Investors: Both equities and government bonds are overvalued but are unlikely to fall in tandem. Long-term investors should ignore short-term market declines because over the long-term, asset prices rise – US equities overcame the dotcom bubble and 2008 financial crisis to reach record highs in 2015. However, equities could be

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Urgent Warning: 6 Signs the Great Crash Is Upon Us! – David Stockman’s Contra Corner -7-16-15

Salient to Investors: Harry Dent writes: All the signs point to the end of the global bubble. The greatest trigger will be the bursting of the massive, unprecedented China bubble. China’s stock market loss of 35% in less than 30 days signals its stock bubble has peaked: a drop of 30% to 40%

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Investors Head for Exit as Commodities Extend Slump – Bloomberg 09-30-14

Salient to Investors: Investors pulled the most money from US ETPs backed by raw materials since April. US corn and soybean crops are the biggest ever, global stockpiles of nickel are at an all-time high, the US is producing the most oil since 1986, while China is headed for its slowest

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Silver ETP Buyers Defy Hedge Fund Exit Amid Price Slump – Bloomberg 09-18-14

Salient to Investors: Silver ETP holdings are near October’s record while money managers reduced bullish wagers by 95% – Coeur Mining has hedged a third of its production through Q1 2015. Retail investors account for 80% of US ETP purchases and expect long-term growth to spur industrial demand from solar

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Gold-Price Indicator Fading as ETPs Tumble by $71 Billion – Bloomberg 08-28-14

Salient to Investors: Gold prices and gold ETP holdings have the most-negative correlation since 2004, making the latter less useful as market predictors..  Mark Luschini at Janney Montgomery Scott said the disconnect is because a lot of money has left. Comex open interest fell to a 5-yr low this month and volatility

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