Bond Investor Gundlach Buys Stocks, Sees ‘Kaboom’ Ahead – Bloomberg 11-29-12

Salient to Investors: Jeffrey Gundlach at DoubleLine Capital says: The first phase of the coming debacle was the 27-year buildup of corporate, personal and sovereign debt to 2008. The third phase will be deeply indebted countries and companies defaulting sometime after 2013. Buy gemstones, art and commercial real estate and other hard assets. Chinese

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Gold Seen by Merrill Lynch Rallying Above $2,000 Next Year – Bloomberg 11-21-12

Salient to Investors: Bill O’Neill at Merrill Lynch Wealth Mgmt said: He owns gold for diversification and catastrophe insurance, and expects prices to rise above $2,000 in 2013. Prospects for industrial metals are dim due to a lack of clarity on demand from China, their inventory levels. Global growth will improve slightly next year to 3.2

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Best Metals Forecaster Smirk Sees China Recovering: Commodities – Bloomberg 11-14-12

Salient to Investors: Justin Smirk at Westpac Banking focuses primarily on economic cycles, central banks and financial markets to make commodity predictions. He says: Industrial metals will rally through June 2013 as the economy strengthens in China. China’s economy is at a turning point both for policy and inventories, said We are at the worst

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Bulls Cut Wagers as Prices Rally Most in Two Months: Commodities – Bloomberg 11-11-12

Salient to Investors: CTFC said hedge funds et al cut combined net-long positions across 18 U.S. futures and options by the most since June 5 and for the fifth week, the longest slump since April. Gold wagers fell to the lowest since August. Adam De Chiara at CoreCommodity Mgmt said the tailwind

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Barrick Gold’s Former Chief Sees Virtue in Being Small – Bloomberg 11-09-12

Salient to Investors: A Bloomberg Industries index of 20 mid-tier gold miners has risen 1.3 percent in the past 3 versus a 19 percent decline in an index of 14 senior gold miners. Craig West at GMP Securities said intermediate gold miners offer more upside. Read the full article at http://www.bloomberg.com/news/2012-11-09/barrick-gold-s-former-chief-sees-virtue-in-being-small.html

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Gold Seen Advancing as Global Stimulus Boosts Investor Demand – Bloomberg 11-08-12

Salient to Investors: Fred Schoenstein at Heraeus Precious Metals Management is bullish on gold  because we’ll have quantitative easing for a while, though gold is squelched for the moment because the jobless numbers were better than expected. Read the full article at http://www.bloomberg.com/news/2012-11-08/gold-rises-as-investors-increase-etp-holdings-to-all-time-high.html

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