Salient to Investors: Jim Rogers said the world has consumed more than it has produced for the last decade so inventories are near historic lows. Plus we are running out of farmers: the average age of farmers in America is 58, in Japan is 66 and no young people are
READ MORE... →Salient to Investors: Jim Rogers said more people in America study public relations than study agriculture which is why we have low inventories and are running out of farmers. The world is facing a crisis. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/11/agriculture-world-is-facing-crisis.html Click here to receive free and immediate email alerts of the
READ MORE... →Salient to Investors: Ken Fisher at Fisher Investments said: Ending QE would be the most bullish thing we can do because it is not a stimulus – it flattens the yield curve and slows things down. We are doing well despite QE, not because of it. Historically, a steeper yield
READ MORE... →Salient to Investors: Jeremy Grantham at BMO writes: The Greenspan-Bernanke policy of excessive stimulus, now administered by Yellen, will continue, and that the path of least resistance, for the market is up. It would take a severe economic shock to outweigh the effect of the Fed’s relentless pumping of the
READ MORE... →Salient to Investors: Bloomberg New Energy Finance says peak fossil fuels demand could happen in 2030 – the point when humans stop increasing their annual burn, either because the environmental danger makes it too costly or because buildings and cars run more efficiently. Oil and coal companies worth more than
READ MORE... →Salient to Investors: College lectures join a growing pool of web-based goods and services being given away that are transforming the lives of consumers. Erik Brynjolfsson at MIT said GDP only tracks things people buy so underestimates the very promising progress made by the US economy in virtual goods, so
READ MORE... →Salient to Investors: Jim Rogers said that for the first time in recorded history all major central banks are insanely printing a lot of money, trying to debase their currencies. The world is floating on a huge artificial sea of liquidity, and when it dries up, we will all pay
READ MORE... →Salient to Investors: Barclays and Credit Suisse are predicting lower commodity prices as supplies increase. Dan Heckman at US Bank Wealth Mgmt said the US economy is showing ample signs of growing, and so the Fed will start looking at tapering by early next year. Heckman is underweight on commodities
READ MORE... →Salient to Investors: Bill Mann at Motley Fool Asset Mgmt said the Fed has decided to reward risk behavior and that is what we will get, so the market will keep hitting new highs until the stimulus reverses itself. Jan Hatzius at Goldman Sachs said the Fed will considerably increase
READ MORE... →Salient to Investors: Lloyd Blankfein at Goldman Sachs said the US is the brightest spot in the global economy: US recovery is shallow but established. Blankfein said globally we will muddle through. Will Tseng at Mirae Asset Global Investments said US growth is moderate, but better than Europe or Japan.
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