Salient to Investors: The flood of North American crude oil is set to become a deluge as Mexico dismantles a 75-year-old barrier to foreign investment in its oil fields. Ed Morse at Citigroup said Mexican oil output could double from inviting international explorers to drill there, the equivalent of adding
READ MORE... →Salient to Investors: Jin Rogers said the largest buyer of gold in the world, or was, India, has a gigantic balance of trade problem politicians are blaming it on gold Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/golds-correction-india-is-one-of-reasons.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: TIPS have plunged 8.8 percent in 2013, the most since their debut in 1997, as consumer prices in the US rose 1 percent last month, the smallest increase since 2009. Peter Fisher at BlackRock said the idea that central banks can always get the inflation rate they
READ MORE... →Salient to Investors: William Pesek writes: I agree with Tom Holland at The South China Morning Post that China cannot both maintain 7 percent-plus growth rates and implement huge reforms. Thailand has seen 18 coups in the past 60 years. The whole reason for being bullish on Japan Inc. so
READ MORE... →Salient to Investors: Caroline Baum writes: Bernanke deserves credit for stabilizing the economy during the financial crisis after failing to identity the implications of the subprime crisis. The US outperformed the rest of the world in large part because of the Fed’s aggressive monetary policies. The Wall Street Journal says
READ MORE... →Salient to Investors: Richard Koo at Nomura Research Institute said: The Fed should start tapering as soon as possible to prevent a premature rise in interest rates under tapering. A December tapering would be beneficial for both Bernanke and Yellen. Bernanke began talking about tapering in May because he wanted
READ MORE... →Salient to Investors: Jim Rogers said that historically, every country in this kind of situation had problems and did not get out of it without a crisis or a semi-crisis Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/us-debt-and-lessons-of-history.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Gary Shilling at A. Gary Shilling writes: The Fed usually starts raising the federal funds rate before economic expansions are very old but this time will wait until the wave of de-leveraging, and the related slow growth, has ended. De-leveraging after major financial crises usually takes a
READ MORE... →Salient to Investors: Thomas Stolper at Goldman Sachs said: The US dollar will weaken through 2014 to $1.40 per euro for the first time since October 2011 and there will be only marginal support from interest rates.” Fed tapering is already priced in and will be offset by the Fed
READ MORE... →Salient to Investors: William Pesek is writes: The “Greenspan put” that flooded markets with cash whenever things got dicey has become the default position in Washington, while in Asia there is an even more dangerous escalation of this policy in papering over cracks in economies that desperately need tougher, structural
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