Salient to Investors: A Bloomberg poll of investors, analysts and traders showed: 40% see the euro-area economy as improving, more than 4 times the number in May 40% see the world economy as strengthening, the most since January 2011. 52% expect stocks to produce the best return over the next
READ MORE... →Salient to Investors: Stanley Druckenmiller said: The poverty rate for seniors over the last 35 years has dropped from 35% to 9%, while their wealth has dramatically increased The numbers of seniors is about to explode and there is no way we can pay for what we have promised them. The US
READ MORE... →Salient to Investors: Policy makers and some Wall Street veterans see a banking system still too leveraged, complicated and interconnected to withstand a panic, and regulators ill-equipped to head one off — the same conditions that led to the last crisis. Stefan Walter said we are safer, but not safe
READ MORE... →Salient to Investors: Mortgage lenders are warning that the drop in demand for refinancing may be steeper than expected as surging interest rates crimp demand and cast doubt on how much the housing market will improve. Guy Cecala at Inside Mortgage Finance said yesterday’s Wells Fargo comments and Bank of
READ MORE... →Salient to Investors: Jim Rogers writes: Some of the Indian government’s growth projections over the last few years are comparable with those of China, but where are the schools, the highways, the infrastructure, the housing? Read the full article at http://blogjimrogers.blogspot.com/2013/09/if-you-go-back-over-last-few-years-you.html Click here to receive free and immediate email alerts of the latest
READ MORE... →Salient to Investors: Herbert Perus at Raiffeisen Capital Mgmt said sentiment has changed, Syria is not as big a problem as the possibility of a military strike seems low: markets can rise until the end of the year. Perus said international investors are more aware that European markets are not
READ MORE... →Salient to Investors: Tim Sloan at Wells Fargo said rising mortgage rates won’t slow the housing recovery because new families are being created and homes are still affordable. Read the full article at http://www.bloomberg.com/news/2013-09-09/wells-fargo-says-rising-rates-won-t-snuff-out-housing-recovery.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: America’s biggest employers are increasingly moving retirees to insurance exchanges where they select their own health plans, a historic shift that could push more costs onto US taxpayers. Towers Watson said 44% of companies plan to stop administering health plans for their former workers over the next
READ MORE... →Salient to Investors: Jim Rogers writes: Be careful about what governments tell us. Germans, supposedly hardworking and disciplined, were found to be making up numbers related to job creation. Read the full article at http://blogjimrogers.blogspot.com/2013/09/germans-who-were-supposed-to-be_9688.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Jim Rogers writes: All government numbers are suspect. Last week, the US revised its economic statistics and added a whole economy bigger than the Swedish economy. Read the full article at http://blogjimrogers.blogspot.com/2013/09/all-government-numbers-are-suspect.html Click here to receive free and immediate email alerts of the latest forecasts.
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