U.S. Downgrade Seen as Upgrade as U.S. Debt Dissolved – Bloomberg 10-09-12

Salient to Investors: Homeowners, cities and companies are cutting borrowing, undermining the downgrading of the nation’s credit rating. Total indebtedness – including federal and state governments and consumers – is at 3.29 times GDP, the least since 2006 versus a peak of 3.59 four years ago. Private-sector borrowing is down by $4 trillion to

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Jack Welch Is Wrong! ‘It’s Outrageous’ to Say the Jobs Number is Manipulated: EPI’s Mishel – Yahoo! Finance 10-05-12

Salient to Investors: Lawrence Mishel at the Economic Policy Institute says: The jobs report shows nice momentum, though increase in payrolls is not fast enough to get a rapid decline in unemployment. The jobs data is not manipulated – the data is based on surveys of tens of thousands of employers and households every month.

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Bernanke Seeks Gains for Stocks in Push for Jobs: Economy – Bloomberg 10-03-12

Salient to Investors: Peter Hooper at Deutsche Bank  said it’s clear the stock market is the most important transmission mechanism of monetary policy – the stock market will have to carry the load. Hooper says the Fed will stick with the bond-buying strategy through next year, and end up buying $800 billion of Treasuries

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Wealthy Americans Gain Even as Republicans Decry Redistribution – Bloomberg 09-28-12

Salient to Investors: The Census Bureau Gini Index shows income inequality reached a new high in 2011. Quarterly corporate profits have almost doubled since the end of 2008, while workers’ inflation- adjusted average hourly earnings have declined. Anne Mathias at Guggenheim Securities said said fifty years ago it was how the other half lived,

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