Contagion Thesis Once Derided Proven by Kristin Forbes – Bloomberg 01-24-13

Salient to Investors: Kristin Forbes at MIT says: There is complacency over the risk that financial turmoil will spread beyond a single country, despite Europe’s struggles. Regulators are not doing enough to bolster preventative oversight, and we’ve seen softening of regulatory requirements. Requiring more capital may reduce the availability of

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Using Common Sense And Logic To Forecast 2013 – Parts 1 & 2 – Seeking Alpha 01-24-13

Salient to Investors: Joseph Stuber writes: Stocks could reach the all-time high on the S&P of 1576 in 2013 driven by its momentum, but then the market will broadly sell-off to October 2011 lows of 1074. A correction to the 2009 low of 670 is possible on pure fundamentals, given

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The Global Economy In 2013: 5 Key Economic Trends? – Seeking Alpha 01-23-13

Salient to Investors: Shane Brett at AllAboutAlpha writes: The long-term outlook for the US economy is broadly positive with housing stabilized, consumer confidence slowly returning, political instability solved by Obama’s decisive win, and as health spending increases under Obamacare. Cheap domestic energy will continue and the US will seriously expand

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The Republican Dilemma And Its Implications For Investors – Seeking Alpha 01-23-13

Salient to Investors: Phil Mause at Pacific Economics Group writes: Investors should buy up dividend stocks, business development companies (BDCs), REITs and other investments yielding more than bonds. A dividend stock led stock market could rise considerably – dips will be shallow as many investors will be waiting to get in.

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IMF Cuts Forecast on Second Year of Europe Contraction – Bloomberg 01-23-13

Salient to Investors: The IMF said: The world economy will grow 3.5 percent in  2013 and 4.1 percent in 2014, versus 3.2 percent in 2012. The euro region will shrink 0.2 percent in 2013, led by Spain and slowing growth in Germany, and grow 1 percent in 2014. The euro region poses a

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Exports to Recover in U.S. as Global Growth Firms: Economy – Bloomberg 01-23-13

Salient to Investors: Exports from the US are set to pick up in 2013 as global growth strengthens. Gary Hufbauer at Peterson Institute for Intl Economics said competitive US industries include agriculture, medical supplies and aviation, and exports are a very high-paying sector of the US economy – jobs are more steady in export-oriented

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Investors Are Most Optimistic on Stocks in 3 1/2 Years – Bloomberg 01-22-13

Salient to Investors: Bloomberg survey of global investors: 38 percent, the highest, expect the US to be in the top two markets over the next year, followed by China. 53% say equities offer the highest return in the next year, the most since the poll began in July 2009. Nearly

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