Gold: Keynes’s ‘Barbarous Relic’ – Dr Nouriel Roubini Blog 07-14-13

Salient to Investors: Nouriel Roubini writes: Gold remains Keynes’s ‘barbarous relic,’ with no intrinsic value and used mainly as a hedge against mostly irrational fear and panic. Read the full article at  http://drnourielroubini.blogspot.com/2013/07/huge-gap-between-sentiment-on-wall.html  Click here to receive free and immediate email alerts of the latest forecasts.

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There is a painful period that can last over a decade – Dr Nouriel Roubini Blog 07-08-13

Salient to Investors: Nouriel Roubini writes: Expect a decade ahead of very low economic growth in the US, Europe, Japan and other advanced economies, with rising unemployment and social and political unrest. Unstable disequilibrium, is the new abnormal. The economy was first anemic because of the financial crisis of too

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Fed`s Liquidity Injections Are Not Creating Credit For The Real Economy – Dr Nouriel Roubini Blog 06-13-13

Salient to Investors: Nouriel Roubini writes: QE is not creating credit for the real economy, but instead boosting leverage and risk-taking in financial markets. Issuance of risky junk bonds under loose covenants and with excessively low interest rates is increasing, the stock market is reaching new highs, despite the growth slowdown,

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Fewest Hedge Funds Invest in Gold Since 2010 as Assets Decline – Bloomberg 06-07-13

Salient to Investors: The number of hedge funds investing in gold is at the lowest level since 2010. Farhan Mumtaz at EurekaHedge said hedge fund performance declines tied to volatility and withdrawals led either to closures or a shift in strategies – the number of funds investing in gold fell

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Roubini Sees Gold Falling to $1,000 by 2015 on Global Recovery – Bloomberg 06-03-13

Salient to Investors: Nouriel Roubini at NYU says gold may fall toward $1,000 by 2015 as the economic recovery curbs demand for bullion, there is a lack of inflation, and other assets such as equities offer better returns. Roubini said investors should have a very modest share of gold and other real

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Japans’s Scary Lesson on Slashing Interest Rates – Bloomberg 04-25-13

Salient to Investors: William Pesek writes: Japan has taught us that slashing interest rates to zero and beyond is much easier than returning them to normalcy. In Japan, credit spreads mean little, the underlying assets on which they are based are drugged up on monetary stimulants, bank balance sheets get muddied, it

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