Salient to Investors: Dale Roberts writes: Very few middle class investors will retire due to the money generated from their investment portfolio or their investment philosophy. The stock market is mostly long periods of losing money against inflation, punctuated by two rabid bull markets that led to extreme overvaluation. Regularly, US equity
READ MORE... →Salient to Investors: Mercenary Trader writes: The routine intervention of the Central Banks, the Greenspan Put transitioning to the Bernanke Put, have underscored the “bad news is good news” phenomenon. Good news is good news because things are getting better. Mediocre news is good news because it means CBs keep rates near
READ MORE... →Salient to Investors: Albert Sung at Katchum Macro-Economic Blog writes: The Fed can print money but can’t control where it goes. Money is now flowing into Asia – Thailand, Indonesia, Hong Kong, Shanghai, Australia are at new highs, while the Hong Kong and Shanghai real estate markets are making new highs. Asian real estate developers in
READ MORE... →Salient to Investors: Brazil added to gold reserves for the first time since December 2008, Turkey increased its holdings. India normally buys at this time of the year thru November because of jewelry demand for weddings and festivals. David Meger at Vision Financial Markets said central banks are increasing getting into the gold market, with value
READ MORE... →Salient to Investors: Hedge funds cut bullish commodity bets to the lowest since July 24 on speculation China and Europe aren’t doing enough to boost growth. Gold bets fell 7 percent, silver fell 5.8 percent. Bill Greiner at Mariner Wealth Advisors said global growth weakening, China growth is pretty weak. Barclays
READ MORE... →Salient to Investors: Copper traders are the most bullish in a year versus the most bearish in four months a week ago. Hedge fund bets on a rally are near the highest in 14 months. Christin Tuxen at Danske Bank said the market has been way too pessimistic on China – China is will stabilize and avoid
READ MORE... →Salient to Investors: Mark Pervan at Australia & New Zealand Banking Group said the gold market appears to have found a base around $1,735. Read the full article at http://www.bloomberg.com/news/2012-10-16/gold-set-to-gain-for-first-day-in-three-as-slump-spurs-purchases.html
READ MORE... →Salient to Investors: International Sugar Organization estimates sugar production will exceed demand by 5.9 million metric tons in year that began Oct. 1, more than the U.S. consumes in six months – supply including inventories will be the highest ever. Jonathan Kingsman at Kingsman SA said the surplus is probably getting worse
READ MORE... →Salient to Investors: China is the world’s largest buyer after India. Michael Smith at T&K Futures & Options aid worries over China’s growth has cast a gloom over gold. Read the full article at http://www.bloomberg.com/news/2012-10-12/gold-gains-as-investor-demand-increases-etp-holdings-to-record.html
READ MORE... →Salient to Investors: Copper traders are the most bearish since June 1 as growth slows from China to Europe. International Copper Study Group said supply will outpace demand in 2013, the first glut in four years, and the biggest in more than a decade. Goldman Sachs predict the surge in copper demand
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