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Latest Insight & Opinion

Greenlight’s Einhorn Said to Back Solar Stocks at Robin Hood – Bloomberg 10-20-14

Salient to Investors: David Einhorn at Greenlight Capital is believed to have recommended renewable power companies on the declining cost of solar energy and rising price of electricity, while betting against French sovereign debt. Read the full article at http://www.bloomberg.com/news/2014-10-20/greenlight-s-einhorn-said-to-back-solar-stocks-at-robin-hood.html Click here to receive free and immediate email alerts of the latest forecasts.

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Gold Bulls Lured Back for First Time in Two Months: Commodities – Bloomberg 10-20-14

Salient to Investors: Eric Zoldan at JHS Capital Advisors said that over the last two weeks, it is much clearer that while money is flowing out of all asset classes, it is not flowing out of the gold market, and that deteriorating global growth and demand is leading investors back to gold.

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Leveraged Money Spurs Selloff as Record Treasuries Trade – Bloomberg 10-20-14

Salient to Investors: Matt Maley at Miller Tabak said that when people sell liquid US equities stock market when they cannot sell their illiquid assets – the reason for last week’s sharp market sell-off. The IMF said the proportion of corporate-debt securities held by mutual funds has doubled since 2007 to

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Hedge Funds Cut Bullish Bets on Crude as Prices Tumble – Bloomberg 10-20-14

Salient to Investors: Hedge funds cut bullish wagers on oil by the most in six weeks, while short positions rose to the highest level. John Kilduff at Again Capital said oil prices reflect speculation that further declines are more likely. IEA said US crude production will climb to the most since

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Fareed Zakaria GPS – CNN 10-19-14

Salient to Investors: Fareed Zakaria said: Obama’s Syria policy is destined for failure and almost certain to produce chaos and unintended consequences. Joshua Landis at Syria Comment estimates that non-jihadi groups collectively control only about 5% of Syria. The underlying reason for the violence in Iraq and Syria is a Sunni

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Fidelity’s Rossi Buying Stocks as Hedge Funds Get Caught – Bloomberg 10-16-14

Salient to Investors: Dominic Rossi at Fidelity Worldwide Investment said: He is looking to buy markets at these levels, particularly US stocks, amid a sell-off exaggerated and exacerbated by poor positioning from hedge funds. Long-only investors had largely maintained their asset allocations, but there has been a massive contraction of

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European Stocks Tumble to One-Year Low on Crisis Concern – Bloomberg 10-16-14

Salient to Investors: Steen Jakobsen at Saxo Bank said we have reached the part of the cycle where bad news is bad news – for years we have been trading on monetary policy and now we have to deal with real economic problems. James Bullard at FRB St. Louis said the Fed

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End to Oil Collapse in Sight for BofA, BNP Paribas – Bloomberg 10-16-14

Salient to Investors: Harry Tchilinguirian at BNP Paribas estimates that Brent will be supported at $80 to $85 a barrel and could rebound to $95 by year-end because it is not in OPEC’s interest to see prices too low for too long. Analysts are split on whether OPEC will cut

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Citigroup Sees $1.1 Trillion Stimulus From Oil Plunge – Bloomberg 10-16-14

Salient to Investors: Ed Morse at Citigroup said the lowest oil price in 4 years will provide as much as $1.1 trillion of stimulus to global economies by lowering the cost of fuels and other commodities, which are energy intensive to one degree or another. Combined production from the US

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Shrinking U.S. deficit shows stability amid market jitters – PBS Newshour 10-15-14

Salient to Investors: Eswar Prasad at Cornell and Brookings said: The US economic numbers looks good and the recovery is strengthening, but the rest of the world is weakening and there is a real fear Ebola could become something bigger. Policy-makers in the rest of the world have no room

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