Salient to Investors: Frederic Tassin at Aviva Investors expects the economic surprise for 2014 to be on the upside, is optimistic on Europe and is finding many opportunities in terms of valuations in equities. The European equity index is at 14.1 x projected earnings versus 15.6 x for the S&P
READ MORE... →Salient to Investors: Zillow expects 5 percent mortgages by year-end and the 10 places where the percentage of monthly income will be pushed furthest above the average are, in order: Stockton, Ca – where the median price of a home will rise 22.8 percent by September. Honolulu, Ha – where
READ MORE... →Salient to Investors: A majority of FOMC participants in December judged that the marginal efficacy of purchases was likely declining as purchases continue and worried about the marginal cost of additional asset purchases arising from risks to financial stability, citing the potential for excessive risk-taking in the financial sector. Michael
READ MORE... →Salient to Investors: Dane Stangler at The Kauffman Foundation said people aged 55 to 64 started 23.4 percent of companies in 2012, up from 14.3 percent in 1996. Stangler said the 30-yr corporate job with a gold watch is no longer there, and many people are not ready to retire.
READ MORE... →Salient to Investors: IEA said 15 European refineries have closed in the past 5 years and a 16th is due to close in 2014 as the US went from depending on fuel from Europe to being a major exporter to the region. Nigeria, which once sent 12 supertankers worth of
READ MORE... →Salient to Investors: Jim Rogers said there has not been a proper audit of America`s gold in many decades, if ever. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/the-gold-in-fort-knox.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Expanding populations fueled global prosperity with both workers and consumers but global aging threatens to cause chronically weak economic growth, a more volatile international economy and the risk of a new financial crisis triggered by innovative investments dubbed “death derivatives.” Rob Arnott at Research Affiliates said our
READ MORE... →Salient to Investors: The median net worth for US households headed by boomers aged 55 to 64 was almost 8 percent lower, at $143,964, than those 75 and older in 2011. Boomers lost more than other groups in the stock market and housing bust of 2008, and many also lost
READ MORE... →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: 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
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