Salient to Investors: The smallest US current-account deficit since 1999 shows the US is a lesser supporter of global growth than in the past. Exploration and production are adding to growth, reducing spending on imported energy, cheaper fuel and raw materials are boosting manufacturing, making the US more of a
READ MORE... →Salient to Investors: David Stockman said: QE is brewing asset bubbles around the world, exporting its lunatic policy worldwide Central banks all over the world have been massively expanding their balance sheets, and as a result of that there are bubbles in everything in the world, asset values are exaggerated
READ MORE... →Salient to Investors: Mohamed El-Erian at Pimco said: The global economy will expand 2.75 percent to 3.25 percent in 2014. The big question is less the next 12 months and more what comes after, given we are being sustained by experimental, untested policies. The US and Japan have outperformed other
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
READ MORE... →Salient to Investors: Jim Rogers said more people in America study public relations than study agriculture which is why we have low inventories and are running out of farmers. The world is facing a crisis. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/11/agriculture-world-is-facing-crisis.html Click here to receive free and immediate email alerts of the
READ MORE... →Salient to Investors: Jim Rogers said that for the first time in recorded history all major central banks are insanely printing a lot of money, trying to debase their currencies. The world is floating on a huge artificial sea of liquidity, and when it dries up, we will all pay
READ MORE... →Salient to Investors: Lloyd Blankfein at Goldman Sachs said the US is the brightest spot in the global economy: US recovery is shallow but established. Blankfein said globally we will muddle through. Will Tseng at Mirae Asset Global Investments said US growth is moderate, but better than Europe or Japan.
READ MORE... →Salient to Investors: ATP, Denmark’s biggest pension fund said: Unprecedented stimulus from the biggest central banks has supported prices in “risky” markets, including equities, so investors need to brace themselves for potential disruptions when normalization of monetary policy comes, as recent investor reaction to the Fed’s warning of tapering showed
READ MORE... →Salient to Investors: Jim Rogers writes: Japan says it will print unlimited amounts of money, the Fed says it can print a trillion dollars a year, and the ECB says it will do “whatever it takes.” The people getting the gigantic ocean of liquidity are having a wonderful time but it
READ MORE... →Salient to Investors: Continued stimulus on cooling global growth led by weakening in developing nations amid stagnant inflation and job growth in much of the industrial world risks inflating asset bubbles central bankers will have to face later. Talk of unsustainable home-price increases is spreading from Germany to New Zealand,
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