Interview with Jim Rogers – Fusion Marketplace 06-13-13

Salient to Investors: Jim Rogers said: When investing, don’t follow the crowd Most government numbers are made up. China has problems with housing and inflation as the US did in the 19th century when it was growing rapidly. Every country that grows rapidly has problems. The US had recessions and

READ MORE...

Goldman’s O’Neill on Emerging Markets, U.S., Japan – Bloomberg 03-15-13

Salient to Investors: Jim O’Neill at Goldman Sachs says: China equities are very cheap and are the best place to be in 2013. Don’t expect draconian tightening in China as inflation last year was way below their target and the government has been careful not to stimulate economy too much and are doing a good

READ MORE...

Dollar Hits 2009 High Versus Yen as U.S. Jobs Gain Tops Forecast – Bloomberg 03-08-13

Salient to Investors: Omer Esiner at Commonwealth Foreign Exchange says a growing list of economic indicators suggest a broad-based recovery, and the market is focusing on the US recovery gaining steam, while other major economies remain in stagnation and contraction. Richard Franulovich at Westpac Banking  said risk appetite is firming and we are in a potentially momentous

READ MORE...

Pound Slides to Lowest Since 2010 Versus Dollar on U.S. Payrolls – Bloomberg 03-08-13

Salient to Investors: Neil Jones at Mizuho Corporate Bank said people are looking to buy the dollar against the most vulnerable currencies, currently the pound and yen. Jones cited much uncertainty about the U.K. economic outlook. Scott Thiel at BlackRock  said it sold the Pound after the Bank of England left

READ MORE...