Aberdeen Asset Sells Health-Care to Buy Industrial Stocks – Bloomberg 09-09-14

Salient to Investors: Martin Connaghan at Aberdeen Asset Mgmt said: Buying industrial stocks with stable revenue and selling health-care stocks as uncertainty about the global economy has caused cyclicals to lag pharma and other defensive stocks by a margin that is too wide to ignore. The outlook for cyclical stocks

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Jim Rogers: Biggest Event of Next 10-20 Years Just Happened in China – Moneybeat 11-18-13

Salient to Investors: Jim Rogers said: The most important economic event of the next 10 to 20 years is what happened in Beijing, though largely ignored, particularly by the Western media. Current efforts to reform, if followed through, could take a generation to really bear fruit but Chinese agriculture, railroads,

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GE to IBM Ending Retiree Health Plans in Historic Shift – Bloomberg 09-09-13

Salient to Investors: America’s biggest employers are increasingly moving retirees to insurance exchanges where they select their own health plans, a historic shift that could push more costs onto US taxpayers. Towers Watson said 44% of companies plan to stop administering health plans for their former workers over the next

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Obamacare Insurance Costs Affordable, Kaiser Survey Finds – Bloomberg 09-04-13

Salient to Investors: Larry Levitt at the Kaiser Family Foundation said for the most part insurers are finding the market for Obamacare attractive and are pricing accordingly. Levitt said it is surprising how inexpensive some of the Bronze plans will be: they carry high deductibles and significant out-of-pocket costs, but for

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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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