Gold Wagers on Rally Jump to Five-Month High on Stimulus – Bloomberg 09-03-12

Salient to Investors: Bets on rising gold prices rose to the highest since March. Combined bets on 18 U.S. commodities is still near the highest in 15 months. Dan Denbow at USAA Precious Metals & Minerals Fund said putting more money into the economy is always good news for gold James Dailey at TEAM

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Billionaires Dumping Stocks, Economist Knows Why – MoneyNews 08-29-12

Salient to Investors: Berkshire Hathaway has been drastically reducing his exposure to stocks that depend on consumer purchasing habits, including Johnson & Johnson and Intel. John Paulson in Q2 2012 dumped 14 million shares of JPMorgan Chase, his fund’s entire position in Family Dollar and Sara Lee. George Soros recently sold

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Soros Pushes EU to Start Joint Debt Fund or Risk Summit Fiasco – Bloomberg 06-24-12

Salient to Investors: George Soros said: A failure to produce drastic measures could spell the demise of the Euro. Europe should create a European Fiscal Authority to purchase sovereign debt in return for Italy and Spain implementing achievable budget cuts – funding to come from the sale of European Treasuries, which would

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Oil Declines Below $80 for a Third Day on Euro-Zone Debt – Bloomberg 06-25-12

Salient to Investors: George Soros warned that a failure by EU leaders to produce drastic measures could spell the demise of the Euro and that policy makers should create a European Fiscal Authority to purchase sovereign debt in return for Italy and Spain implementing achievable budget cuts Soros said Angela Merkel

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U.S. Stocks Fall Amid Concern Europe’s Crisis Will Worsen – Bloomberg 06-25-12

Salient to Investors: George Soros called on Europe to buy Italian and Spanish bonds, warning a failure by leaders meeting on June 28 to produce drastic measures could spell the end of the euro.  Wayne Lin at Legg Mason says the EU summit won’t produce anything extraordinary, that Soros’ views are extreme, and  expects more volatility.

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Ex-Soros Adviser Fujimaki Says Japan to Probably Default by 2017 – Bloomberg 06-14-12

IMF estimates Japanese public debt will balloon to 245.6 percent of GDP in 2014, up from 67.3 percent in 1984. Former adviser to George Soros, Takeshi Fujimaki recommends buying assets in U.S. dollars, Swiss francs, sterling, Australian and Canadian dollars, because Japan may default within five years, before Europe does. Fujimaki says the yen

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