Stock Market Looks Smarter Than Bond Market This Time – Bloomberg 06-05-14

Salient to Investors: Ed Yardeni at Yardeni Research said a common worry was that the drop in bond yields may be predicting economic slowdown. Investors Intelligence’s percentage of bulls is at the highest level since January 2005. The conventional wisdom, at least among fixed-income traders and the smartest stock traders,

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Apple to IBM Push Buyback to Record Trading – Bloomberg 12-16-13

Salient to Investors: Bloomberg and Birinyi Associates data show stock buybacks have increased each of the last 4 years and were 6.4 percent of daily trading in the Russell 3000 Index by value through September, exceeding 2007’s level of 4.1 percent and reflect a seven-year decline in equity volume. Birinyi

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Goldman Sachs Buyback Orders Reach Highest Level of Year – Bloomberg 05-24-13

Salient to Investors: Jeffrey Kleintop at LPL Financial said US companies announced $275 billion of repurchases this quarter, the highest in more than 5 years. 79 percent of buyback orders at Goldman Sachs corporate trading desk were active yesterday, the most in 2013. Jim Welsh at Forward Mgmt said the overall buy-the-dip

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Reluctant Bulls Key for Birinyi Amid Record S&P 500 Rally – Bloomberg 03-29-13

Salient to Investors: Laszlo Birinyi at Birinyi Associates says: The S&P 500 rally has a good year to go as investors give up their pessimism and buy. The bull is very much alive given this sort of hesitancy or reluctance instead of acceptance. There is nothing troubling in view unless people start talking

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