Salient to Investors: Jim Rogers writes: The world is short of agriculture products, the agriculture population is reduced sharply, and the average age of global farmers is too high. China has great potential in agriculture, creating an opportunity for agriculture investors. Read the full article at http://blogjimrogers.blogspot.com/2013/09/china-has-great-potential-in-agriculture.html Click here to receive free
READ MORE... →Salient to Investors: Jim Rogers writes: personal loans from I am long the US Dollar because there is much turmoil coming and people see it as a safe haven. Read the full article at http://blogjimrogers.blogspot.com/2013/09/turmoil-coming-up.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Fareed Zakaria said: Unlike in the rest of Europe or much of the world, the overall picture in Germany is quite rosy with unemployment is at a two-decade low, the DAX at record highs, economic sentiment at a 3-year high, and growth returning. Merkel has taken important
READ MORE... →Salient to Investors: Vincent Ho writes: China has kept wages low through monetary policy to attract capital investment from manufacturers, thereby exporting deflation as low labor wages keep prices of manufactured goods lower. China’s central bank will intervene to keep inflation relatively low and stop any significant deflation that would
READ MORE... →Salient to Investors: Jim Rogers writes: Renminbi globalization is good for all China because it means every investor worldwide can invest there, bringing great market opportunities to China’s commodities. China will become the world’s center for commodity transactions and its financial market will be the best in the world.The US
READ MORE... →Salient to Investors: Robert Bryce at the Manhattan Institute writes: Any transition away from our existing energy systems will be protracted and costly. Energy transitions occur over decades, even centuries. Coal use in the US is declining, but it is soaring in the developing world and booming in Europe. Global carbon
READ MORE... →Salient to Investors: Jonathan Weil writes: Comptroller of the currency, Thomas Curry, cautioned that some banks seemed to have been scrimping on their allowances against their loan losses – a fancy way of saying they may be fudging their numbers. Several large US banks, including JPMorgan Chase, Bank of America and Wells Fargo have been
READ MORE... →Salient to Investors: Jeremy Grantham at GMO said: Commodity prices fell for a hundred years by an average of 70 percent, and then from 2002 basically everything tripled and regained the whole decline in 6 years – tobacco was the only commodity that fell. The game changed because of the
READ MORE... →Salient to Investors: Tim Hartzell at Sequent Asset Mgmt said the underlying data may turn weaker despite 5 years of easy money, and stocks are dependent on this monetary stimulus. Economists predict the US will expand 1.6 percent in 2013 and 2.7 percent in 2014. 24 of 41 economists expect
READ MORE... →Salient to Investors: Win Thin at Brown Brothers Harriman said the knee-jerk buying of emerging-markets stocks has run out of steam for now, but tapering still looms. Joseph Lavorgna at Deutsche Bank Securities said the Fed will likely begin tapering in December and end QE by mid-2014 and increase its
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