Salient to Investors: Lewis Braham writes: Contrarian funds can be a hedge of sorts, though a potentially volatile one as out-of-favor sectors tend to be cyclical and prone to booms and busts. Shorting is inherently dangerous as markets have been trending higher. Brian Singer at William Blair Macro Allocation Fund
READ MORE... →Salient to Investors: Investors cut holdings in gold ETPs every month this year, erasing $69.4 billion. Hedge funds et al are the least-bullish since June 2007. John Paulson told clients last month that he personally would not invest more money in his gold fund. Goldman Sachs forecast prices will drop
READ MORE... →Salient to Investors: Nine of every 10 stocks in the S&P 500 are set to end the year in positive territory. Only 2 in 5 US bond funds have broken even for investors. Almost anything associated with gold has lost money. The best performing US large-cap stock is Fannie Mae,
READ MORE... →Salient to Investors: Jim Rogers writes: People have tried the gold standard many times but in the end it has always been abused by politicians. It has never worked before for any long period of time. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/the-gold-standard-never-works-for-long.html Click here to receive free and immediate email alerts
READ MORE... →Salient to Investors: Noah Weisberger at Goldman Sachs said: The Hang Seng China Enterprises Index will rise 18 percent to 13,600 by the end of 2014, the biggest gain since a rise of 62 percent in 2009, on prospects the economy will stabilize. Commodities will lag the rally in equities.
READ MORE... →Salient to Investors: Jim Rogers writes: Holding gold but expect a better chance to buy later. India, whose citizens have been the largest buyer of gold in the world, has been very successful in the last few months in stopping them from buying gold and is now trying to make
READ MORE... →Salient to Investors: Bill O’Neill at UBS Wealth Mgmt said the story is still the combination of easy money policies and expectations of growth into 2014 and that growth is on the horizon. The Investment Companies Institute reports individual investors gave $30 billion to managers in 2013, the first net
READ MORE... →Salient to Investors: History suggests the commodity slump will deepen by the end of December as prices head for their first annual loss since 2008. Since 1971, the S&P GSCI Spot Index fell in December 83 percent of the time whenever it was losing for the year through November. EPFR
READ MORE... →Salient to Investors: Jim Rogers said he is long sugar, which is 75 percent from its all-time high in 1974. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/11/sugar-all-time-high-was-in-1974.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Jim Rogers said the world has consumed more than it has produced for the last decade so inventories are near historic lows. Plus we are running out of farmers: the average age of farmers in America is 58, in Japan is 66 and no young people are
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