Investa Asset Management LLC
Call 512-800-8300 for more info

Archive for the Global Stocks Category

Birinyi’s S&P 3200 Call – Bull From A 30-Year Bull – David Stockman’s Contra Corner 08-05-15

Salient to Investors: David Stockman writes: Laszlo Birinyi says S&P 3200 will be reached by 2017 because there is no reason it cannot keep rising. Since first meeting Birinyi in 1986, I do not ever recall when he was not bullish on equities. His call is wrong because the central bank fed 30-year bull run

READ MORE...

Market Manipulation Goes Global – Project-Syndicate 07-27-15

Salient to Investors: Stephen Roach at Yale writes: Market manipulation a la China is now standard operating procedure in policy circles around the world – the West just dresses up their manipulation in different clothes. QE is essentially an aggressive effort to manipulate asset prices: whether it has succeeded is debatable

READ MORE...

Commodities Collapsed Just Before The Last Stock Market Crash – So Guess What Is Happening Right Now? – The Economic Collapse 07-22-15

Salient to Investors: Michael Snyder writes: Global debt is at record highs, too big to fail banks have never been more reckless, and global financial markets have never been more primed for a collapse. Most people lack the patience to wait for long-term trends to play out so if the stock market is

READ MORE...

Urgent Warning: 6 Signs the Great Crash Is Upon Us! – David Stockman’s Contra Corner -7-16-15

Salient to Investors: Harry Dent writes: All the signs point to the end of the global bubble. The greatest trigger will be the bursting of the massive, unprecedented China bubble. China’s stock market loss of 35% in less than 30 days signals its stock bubble has peaked: a drop of 30% to 40%

READ MORE...

Equities Reach Record $66 Trillion as S&P 500 Hits 2,000 – Bloomberg 08-27-14

Salient to Investors: The value of equities globally is at a record $66 trillion versus $25 trillion in March 2009 and $63 trillion at the 2007 peak. The US stock rally is approaching the dot-com bubble in terms of speed, but not in valuations – at 16.8x estimated earnings versus 26x at

READ MORE...

Goldman Sees Risk of Stock Decline on Rising Bond Yields – Bloomberg 07-25-14

Salient to Investors: David Kostin, Kathy Matsui, Peter Oppenheimer et al at Goldman Sachs lowered their rating on stocks to neutral and corporate credit to underweight on belief that global equities and bonds may drop in the next 3 months, and stocks may temporarily fall, as rising inflation boosts government bonds and

READ MORE...

BlackRock’s Koesterich Says Buy Volatility During Market Calm – Bloomberg 07-25-14

Salient to Investors: Russ Koesterich at BlackRock said volatility is very low because monetary conditions are easy but when investors see the US and UK central banks tighten then we will get a long-awaited rise to normal levels, but not to those of 2008 with the VIX at 90. Pimco expects a new

READ MORE...

The Wild Card: Central Banks – Jim Rogers On The Markets 01-29-14

Salient to Investors: Jim Rogers said: The unknown wild card is what happens when central banks cut back. The Fed will cut back until markets around the world start falling, and get scared when they are down 15 or 20 percent and start printing money again.  This will eventually lead

READ MORE...

Central bankers are Rock Stars today – Jim Rogers Blog 01-17-14

Salient to Investors: Jim Rogers writes: The heads of most central banks are all rock stars, but only a phenomenon of the last 20 years as they pump money into the markets. One day people will realize that they have led us down a terrible path. The Fed balance sheet

READ MORE...

Liquidity Flowing Into Stock Markets – Jim Rogers On The markets 12-17-13

Salient to Investors: Jim Rogers said a staggering artificial sea of liquidity is going into stock markets including the US, and Japan. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/liquidity-flowing-into-stock-markets.html Click here to receive free and immediate email alerts of the latest forecasts.

READ MORE...