Jeremy Grantham – Charlie Rose 03-11-13

Salient to Investors: Jeremy Grantham at Grantham Mayo Van Otterloo says: The US is muddling through reasonably well in the short-term, but long-term we are in a slowdown unappreciated by most economists – because they are not interested in the long-term. US growth won’t ever return to previous levels because

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Copper Traders Diverge From Hedge Funds on Recovery: Commodities – Bloomberg 03-08-13

Salient to Investors: Copper analysts are the most bullish in 5 weeks on optimism the global economy is strengthening versus hedge funds the most bearish since August. Goldman Sachs recommended buying copper for a 16 percent gain to $9000 in 6 months as China copper imports increase. Barclays says China

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Hedge Funds’ Fourth Bullish Week Boosts Copper Bets – Bloomberg 02-11-13

Salient to Investors: Hedge funds et al boosted net-long positions across 18 US futures and options last week, marking the longest stretch of gains in more than 6 months. Michael Strauss at Commonfund said economically sensitive commodities will do well in a favorable global environment for commodities. The Intl Copper Study Group and Johnson Matthey estimate the

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Commodities Post Longest Run of Weekly Gains Since 1996 – Bloomberg 02-01-13

Salient to Investors: Peter Sorrentino at Huntington Asset Advisors is positive on commodities going forward as investors are pumping in money and growth expectations for China are starting to rise. Nic Johnson at Pimco said the rally will continue in 2013 on improving growth prospects, which should reinforce inflows . Copper traders are the

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Copper Seen Extending Rally With China Accelerating: Commodities – Bloomberg 01-25-13

Salient to Investors: Copper traders are bullish for a third consecutive week on the fastest expansion in Chinese manufacturing in two years. ETF Securities said $28 million went into its ETFS Physical Copper ETP last week, the most since its introduction in 2010. Barclays said China consumes 42 percent of the world’s copper,

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The Global Economy In 2013: 5 Key Economic Trends? – Seeking Alpha 01-23-13

Salient to Investors: Shane Brett at AllAboutAlpha writes: The long-term outlook for the US economy is broadly positive with housing stabilized, consumer confidence slowly returning, political instability solved by Obama’s decisive win, and as health spending increases under Obamacare. Cheap domestic energy will continue and the US will seriously expand

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