Obamacare Insurance Costs Affordable, Kaiser Survey Finds – Bloomberg 09-04-13

Salient to Investors: Larry Levitt at the Kaiser Family Foundation said for the most part insurers are finding the market for Obamacare attractive and are pricing accordingly. Levitt said it is surprising how inexpensive some of the Bronze plans will be: they carry high deductibles and significant out-of-pocket costs, but for

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OECD Lifts European Growth Forecasts on Recovery – Bloomberg 09-03-13

Salient to Investors: The OECD said: Germany will expand 0.7 percent in 2013 versus 0.4 percent predicted in May France will grow 0.3 percent in 2013 versus shrinking previously predicted of 0.3 percent The UK will grow 1.5 percent in 2013 versus 0.8 percent predicted in May. In the euro area, re-balancing

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El-Erian Says Emerging Market Woes to Create U.S. Headwinds – Bloomberg 08-29-13

Salient to Investors: Mohamed El-Erian at Pimco said: Weakening emerging-market growth and spiraling currencies risk creating headwinds for a recovering US economy. Longer-term, we should care due to the feedback loop to the US. We will see a tightening of financial conditions to markets, with growth more challenged and the ability of

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Wall Street’s Rental Bet Brings Quandary Housing Poor – Bloomberg 08-29-13

Salient to Investors: Private-equity firms, hedge funds and REITs have bought more than 100,000 US homes, becoming dominant single-family landlords in markets hardest-hit by the housing crash such as Atlanta. Christopher Thornberg at Beacon Economics said investors that are building home-rental companies may not want to take on the red tape, stigma of

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