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Archive for the Yen Category

Billionaire Hedge Fund Chief Jones Sees U.S. Stocks Beating Globe for Rest of 2014 – Bloomberg 10-20-14

Salient to Investors: Paul Tudor Jones at Tudor Investment Corp is believed to have said: US stocks will outperform other equity markets for the rest of 2014. The bubble in global credit will burst one day. If we maintain the status quo on QE, we will end up like Greece

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BlackRock Buys Korea Stocks as Valuations Lure Foreigners – Bloomberg 09-26-14

Salient to Investors: Andrew Swan at BlackRock said: Blackrock has an overweight position in Korea stocks as a lot of negativity is already priced in and the market is so cheap. The South Korean equity market could be in the early stages of bottoming. A recovery in domestic demand may help

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Stocks Triumph 3rd Month in Best Run Since ’09 as Gold Sinks – Bloomberg 12-01-13

Salient to Investors: Bill O’Neill at UBS Wealth Mgmt said the story is still the combination of easy money policies and expectations of growth into 2014 and that growth is on the horizon. The Investment Companies Institute reports individual investors gave $30 billion to managers in 2013, the first net

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Hedge Funds See Repeat of Yen Slide That Paid Soros: Currencies – Bloomberg 11-26-13

Salient to Investors: Hedge funds et al pushed wagers that bet the yen will fall versus the dollar to the highest since July 2007, versus the median of over 50 analysts who see the yen as flat through Q1, 2014. Brad Bechtel at Faros Trading said everybody likes dollar-yen higher.

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Europe Gaining Confidence Among Investors in Global Poll – Bloomberg 09-11-13

Salient to Investors: A Bloomberg poll of investors, analysts and traders showed: 40% see the euro-area economy as improving, more than 4 times the number in May 40% see the world economy as strengthening, the most since January 2011. 52% expect stocks to produce the best return over the next

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Market Makers Stanley Druckenmiller – Bloomberg TV 09-11-13

Salient to Investors: Stanley Druckenmiller said: The poverty rate for seniors over the last 35 years has dropped from 35% to 9%, while their wealth has dramatically increased The numbers of seniors is about to explode and there is no way we can pay for what we have promised them.  The US

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Ex-Soros Adviser Fujimaki Sees JGB Bust From Tax Delay, Fed – Bloomberg 08-02-13

Salient to Investors: Takeshi Fujimaki said: A delay in increasing the sales tax and reduction of Fed stimulus could cause Japan’s government bond bubble to burst. Japan will not be able to avoid default and hyper-inflation with the tax increase, but that is no excuse not to go ahead with it. Japan’s fiscal

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The $7 Trillion Problem That Could Sink Asia – Bloomberg 08-01-13

Salient to Investors: William Pesek writes: Asia sits on almost $7 trillion in currency reserves, much of it in dollars as its central banks engaged in a kind of financial arms race after a 1997 crisis. Asia now has more weapons against market unrest than it knows what to do with

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Gary Shilling position update 2013 – Gary Shilling blog 07-15-13

Salient to Investors: Gary Shilling writes: The fog remains thick, so reducing long positions in Treasury bonds and Japanese stocks and cut yen shorts, euro shorts and dollar long positions. Maintaining long positions in US defensive stocks like utilities and health care. Increased short position in junk bonds and initiated

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Did Bernanke Signal Return of Risk-Off Market? – Bloomberg 06-27-13

Salient to Investors: A. Gary Shilling at A. Gary Shilling & Co. writes: Short stocks and commodities, go long the dollar and Treasuries – if stocks continue to decline, the safety of Treasuries and investment-grade bonds will outweigh concerns about the end of QE. World economies are growing slowly at

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