Salient to Investors: Tian X. Hou at T.H. Capital said rising China home sales signal that the government won’t take irrational steps to curb growth of China’s property sector. Read the full article at http://www.bloomberg.com/news/2013-12-12/goldman-buy-call-spurs-e-house-rally-china-overnight.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: David Mericle and Jan Hatzius at Goldman Sachs said: US economic weaknesses are more cyclical than secular. US growth will rebound in 2014 to as high as 3.5 percent versus the 2.25 percent average recovery rate so far. The slow rate of recovery is in line with
READ MORE... →Salient to Investors: Jim Rogers said global money printing and spending could continue for a while so don’t expect a crash anytime soon, though markets could correct for a while. Congress has moved the debt ceiling and are afraid to do anything about it. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/i-cannot-see-crash-anytime-soon.html Click here
READ MORE... →Salient to Investors: Lewis Braham writes: Contrarian funds can be a hedge of sorts, though a potentially volatile one as out-of-favor sectors tend to be cyclical and prone to booms and busts. Shorting is inherently dangerous as markets have been trending higher. Brian Singer at William Blair Macro Allocation Fund
READ MORE... →Salient to Investors: Jim Rogers said the Fed will make our problems worse in the end, so we would be better off without a central bank even with the problems of no central bank. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/the-us-would-be-better-off-without.html Click here to receive free and immediate email alerts of the latest
READ MORE... →Salient to Investors: Bengt Hansson at the Swedish National Board of Housing, Building and Planning said: The Swedish housing market is dangerously overvalued – house prices were 25 percent above fair market value in October, apartments even more overvalued. Oceans of easy credit have eroded the Lutheran tradition of always
READ MORE... →Salient to Investors: Investors cut holdings in gold ETPs every month this year, erasing $69.4 billion. Hedge funds et al are the least-bullish since June 2007. John Paulson told clients last month that he personally would not invest more money in his gold fund. Goldman Sachs forecast prices will drop
READ MORE... →Salient to Investors: Paul Montaquila at Bank of the West said the jobs number was expected but not a blockbuster number, and the steady diet of better numbers are not enough to give the market the clarity they want. Sean Simko at SEI Investments said the market was pricing in
READ MORE... →Salient to Investors: Jim Rogers writes: Higher and higher debt and money printing is just making the situation worse. We have to pay the price someday for 50 to 60 years of excesses in America. The longer we delay the day of reckoning, the worse it will be. Read the full
READ MORE... →Salient to Investors: Jim Rogers writes: For a few thousand years, when people got into trouble and failed, competent people reorganized the assets and started over. Today, America and the West are kicking the can down the road and letting the incompetent people take over the assets from the competent
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