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
READ MORE... →Salient to Investors: Dean Maki at Barclays said this is still a moderate recovery, but 2014 will be a better year for US growth. Millan Mulraine at TD Securities USA said the worst of the impact of higher mortgage rates seems to be behind us. Jay Bryson at Wells Fargo
READ MORE... →Salient to Investors: The IMF predicts G-7 nations will tighten policy in 2014 by the least since they began in 2011 – at half this year’s pace as the average budget shortfall drops to about a quarter of where it was just 3 years ago. Jose Ursua at Goldman Sachs
READ MORE... →Salient to Investors: Bill Gross at Pimco said: The unprecedented cash added to the financial system by central banks is raising the risk of a slide in global asset prices. Global economies and their artificially priced markets are increasingly at risk, but the unwinding may occur gradually.” The Fed, BoJ,
READ MORE... →Salient to Investors: Robert Gorman at TD Wealth said: The 3-yr period of sharp underperformance for Canada is coming to a close Dividend stocks will continue to rule but resource stocks will do comparatively better after showing signs of bottoming out. The S&P/TSX Composite Index and the S&P 500 will
READ MORE... →Salient to Investors: Jim Rogers writes: China is becoming more and more capitalist and says the markets are going to be the final arbiter. America is exactly the opposite and the government says it will figure out the solution – for example Obamacare. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/the-chinese-are-becoming-more-capitalist.html Click here
READ MORE... →Salient to Investors: Jim Rogers said that for the first time in recorded history, all major central banks and governments are printing huge amounts of money. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/the-main-thing-to-watch-central-banks.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Jim Rogers said the world is floating on an artificial ocean of printed money which will one day dry up and hurt many. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/when-liquidity-dries-up-be-very-careful.html Click here to receive free and immediate email alerts of the latest forecasts.
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