Salient to Investors: Angus Gluskie at White Funds Mgmt said people are alert to some of the risks in China and some emerging economies, but very few people are concluding that it is going to run away too far. 51 percent of the 195 MSCI Asia Pacific Index companies reporting
READ MORE... →Salient to Investors: Paul Krugman said weak emerging markets are the downside of the mad rush by investors for return in an economic environment that was very poor due to weak economic performance in developed markets. When the amount people want to save exceeds the volume of investments worth making
READ MORE... →Salient to Investors: Pew Research Center said: The world population over 65 years old will triple by 2050, drastically altering some countries’ demographic make-up as more elderly people depend on working-age men and women. 87% of Japanese believe its ageing population poses a problem, but only 26% of Americans agree. Most
READ MORE... →Salient to Investors: The Justinian Plague and the Black Death were caused by distinct strains of the bacterium Yersinia Pestis. The Justinian Plague strain was an “evolutionary dead-end” and became extinct but the Black Death-causing pathogen has evolved and mutated and still kills today. David Wagner at Northern Arizona University
READ MORE... →Salient to Investors: Jim Rogers writes: The world situation is artificial and there is no constraint in Congress, the Fed, nor any other central bank. This can continue longer than any of us can expect, but it is artificial and the world economy is not getting much better. Read the
READ MORE... →Salient to Investors: Jim Rogers writes: The heads of most central banks are all rock stars, but only a phenomenon of the last 20 years as they pump money into the markets. One day people will realize that they have led us down a terrible path. The Fed balance sheet
READ MORE... →Salient to Investors: The World Economic Forum said the widening income inequality poses the most likely threat to the global economy over the next decade. Jennifer Blanke at the Forum said people won’t stand for it. David Cole at Swiss Re said the balkanizing of finance, aversion to migration and
READ MORE... →Salient to Investors: Frederic Tassin at Aviva Investors expects the economic surprise for 2014 to be on the upside, is optimistic on Europe and is finding many opportunities in terms of valuations in equities. The European equity index is at 14.1 x projected earnings versus 15.6 x for the S&P
READ MORE... →Salient to Investors: William Pesek writes: George Soros believes the main risk facing the world is a Chinese debt disaster that is unfolding in plain sight. Soros said China’s restarting of the furnaces also reignites exponential debt growth, which cannot be sustained for much longer than a couple of years. Soros
READ MORE... →Salient to Investors: Gold analysts are the most bullish in a year, while short positions held by hedge funds et al rose almost fourfold from October to December 24th. The US Mint sold 56,000 ounces of American Eagle gold coins in December, the most since June sales gained 14 percent gain
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