Credit Suisse Cuts Equity Holdings on Fed Tapering Talk – Bloomberg 08-09-13

Salient to Investors: Credit Suisse cut reduced its allocation to stocks to neutral from overweight. Michael Strobaek at Credit Suisse said the fundamental environment remains attractive, but the markets are overbought, and the positive economic outlook and further supportive monetary policy are largely priced in, limiting upside in the near-term. Strobaek said the

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Every Major Central Bank is Printing Money – Jim Rogers Blog 08-09-13

Salient to Investors: Jim Rogers writes: Every major central bank printing money and the world is floating on a very large artificial lake. You cannot have an efficient and strong economy with artificial money printing. The next economic slowdown will be worse than 2008-2009. Read the full article at  http://jimrogers-blog.blogspot.com/2013/08/every-major-central-bank-is-printing.html

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GMO’s Jeremy Grantham on Climate Change and Investable Ideas – BloombergBusinessweek 08-08-13

Salient to Investors: Jeremy Grantham said: The biggest issue we face is deterioration of the environment, particularly climate damage. In the US, the biggest problem is coal and tar sands. If we burn half or more of the coal and tar sands in two areas in North America, there is

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The world is floating on a very large artificial lake – Jim Rogers Blog 08-07-13

Salient to Investors: Jim Rogers says every major central bank is printing money and you cannot have an efficient and strong economy with artificial money printing. The next economic slowdown will be worse than 2008-2009. Read the full article at  http://blogjimrogers.blogspot.com/2013/08/the-world-is-floating-on-very-large.html Click here to receive free and immediate email alerts of the latest

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Million Dollar Home Sales Jump in U.S. as Wealthy Return – Bloomberg 08-07-13

Salient to Investors: DataQuick said home sales priced at over $1 million rose an average of 37 percent in half1, 2013 from a year earlier to the highest level since 2007, and versus 11 percent for houses priced under $1 million. Susan Wachter at Wharton said wealthy purchasers are diving into real estate a

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Americans With Best Credit in Decades Drive U.S. Economy – Bloomberg 08-05-13

Salient to Investors: Joseph Carson at AllianceBernstein said: Household finances are in the best shape in decades, and the US is entering a new, stronger growth phase as healthier finances revive borrowing, spur consumer spending, generate business investment and jobs. Household wealth measured by net worth rose to $70.3 trillion in Q1,

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