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... →Salient to Investors: Jim Rogers said: Bearish on bonds which peaked in 2012 after a is 31-yr bull market and have been falling since. If you own bonds sell them. Read the full article at http://jimrogersonthemarkets.blogspot.com/2014/01/if-you-own-bonds-you-should-sell-them.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Jim Rogers said: Underlying situation worsening with interest rates going higher in most countries, including Turkey, Indonesia and India as cheap money ends and money gets printed. China is cooling off. Read the full article at http://jimrogersonthemarkets.blogspot.com/2014/01/china-is-cooling-off.html Click here to receive free and immediate email alerts of the latest
READ MORE... →Salient to Investors: Jim Rogers writes: Am short junk bonds as eventually the 30-yr bull market in bonds will end, if not ended already. Buying airlines. Investing in Russia. Read the full article at http://jimrogers-blog.blogspot.com/2014/01/investments-short-junk-government-bonds_20.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Jim Rogers said: US markets rose because people said (beginning tapering) is done so we do not have to worry anymore. But at some point markets will start to suffer as the Fed tapers and the Fed will panic and loosen again – they are in a
READ MORE... →Salient to Investors: The median economist expects the Fed to reduce bond purchases in $10 billion increments over the next 6 meetings before announcing an end to the program by December. Michael Feroli at JPMorgan Chase said the weather played a big role in the weak jobs report and is
READ MORE... →Salient to Investors: A majority of FOMC participants in December judged that the marginal efficacy of purchases was likely declining as purchases continue and worried about the marginal cost of additional asset purchases arising from risks to financial stability, citing the potential for excessive risk-taking in the financial sector. Michael
READ MORE... →Salient to Investors: Doug Short writes: US stock indexes are significantly overvalued, a serious concern in a more normal market environment of business cycle, Fed policy, interest rates and inflation. CAPE is at 24.9 and the year-over-year inflation rate is 1.18%. The inflation range that has supported the highest CAPE
READ MORE... →Salient to Investors: TIPS have plunged 8.8 percent in 2013, the most since their debut in 1997, as consumer prices in the US rose 1 percent last month, the smallest increase since 2009. Peter Fisher at BlackRock said the idea that central banks can always get the inflation rate they
READ MORE... →Salient to Investors: Caroline Baum writes: Bernanke deserves credit for stabilizing the economy during the financial crisis after failing to identity the implications of the subprime crisis. The US outperformed the rest of the world in large part because of the Fed’s aggressive monetary policies. The Wall Street Journal says
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