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Latest Insight & Opinion

Drillers Piling Up More Debt Than Oil Hunting Fortunes in Shale – Bloomberg 09-07-14

Salient to Investors: Most oil drillers are spending money faster than they make it; an average of $1.17 for every dollar earned in the 12 months ended on June 30, 2014. Only 7 US-listed firms in the Bloomberg Intelligence’s E&P index made more money than it cost them to keep

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Fareed Zakaria GPS – CNN 09-07-14

Salient to Investors: Fareed Zakaria said: Islamic terror is not the isolated behavior of a handful of nihilists but a broader culture that has been complicit in it or at least unwilling to combat it. Zawahiri’s effort to recruit Indian Muslims will fail. The Arab world produces fanaticism and jihad

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Paying for college: how much are degrees worth? – BBC News 09-05-14

Salient to Investors: Jaison R Abel and Richard Deitz at FRB of New York said: The value of an average US university degree has been near all-time high for more than a decade but may be only because wages of high school graduates have been falling. It takes the average student at least

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Why Fall May Bring Fresh Highs for Stocks and Higher Bond Prices – Forbes 09-05-14

Salient to Investors: Scott Minerd at Guggenheim Partners writes: The world is awash with liquidity and the promise of more easy money and QE in Europe bodes well for equities and bond prices. The recent high of the NYSE Advance-Decline Line is bullish. In Europe, negative deposit rates should encourage commercial banks

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Fidelity Reviewed Which Investors Did Best And What They Found Was Hilarious – Business Insider 09-04-14

Salient to Investors: James O’Shaughnessy of O’Shaughnessy Asset Mgmt said: Fidelity found that their best performing accounts were those of people who forgot they had an account with them. The shorter you hold a stock, the more likely you are to lose money. Barry Ritholtz found that when families fought over inherited

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Bad Becomes Good for Brazilian Stock Investors: Chart of the Day – Bloomberg 09-04-14

Salient to Investors: The Ibovespa stock benchmark has risen 35% from its March 14 bottom – the best performance of global major equity indexes – despite economists cutting 2015 growth forecasts month after month to a record low. Bullish investors are betting on a new government in October that will lure investment.

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Record Summer Travel Signals Economic Optimism: EcoPulse – Bloomberg 09-04-14

Salient to Investors: Jan Freitag at STR said from May through July, the most hotel room nights were sold since they began tracking the data in 1987, while reservations for Saturday nights, at almost 83% occupancy in July, is an indication of the healthy return of leisure travel. STR predicts revpar

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U.K. Stocks High Enough to Hedge as Rally Draws Skeptics – Bloomberg 09-04-14

Salient to Investors: The FTSE 100 Index is within 0.1% of its 1999 high, after which it fell for 3 years, The cost of hedging against losses in the FTSE 100 is close to a 2-year high. Alan Higgins at Coutts is not overweight UK equities and said the FTSE

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Morgan Stanley: Brace for Seven Years of Bond Losses – Bloomberg 09-03-14

Salient to Investors: Jonathan Mackay at Morgan Stanley Wealth Management said investment-grade bonds will post annual returns of 1% to 2% for the next 7 years versus 8.7% average annual gains in the 30 years through 2012 – Fed stimulus is supporting bond values but lowering portfolio returns. Michael Hartnett at

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Pimco’s Gross Says Weak Credit Creation Jeopardizes U.S. Growth – Bloomberg 09-03-14

Salient to Investors: Bill Gross at Pimco said: Insufficient credit creation with 2% economic growth jeopardizes US growth because our credit-based financial economy depends on an ever-expanding outstanding level of credit for its survival. If the credit growth is more than 4.5% a year, then private and public sectors must create

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