Cerberus Financing Landlords Wall Street Can’t Reach – Bloomberg 05-09-13

Salient to Investors: Regional lenders were the primary source of loans for landlords buying properties before the real estate collapse crash. Since then, at least 475 banks have failed and larger banks have tightened mortgage underwriting standards and are focusing on the biggest investors. Home prices are 29 percent below the 2006 peak. Millions of

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Bond Buyers See No 1994 Rout as Bernanke Clarity Tops Greenspan – Bloomberg 05-05-13

Salient to Investors: Bond investors are gaining confidence that Bernanke will unwind the Fed’s $3.3 trillion balance sheet without sparking a crash similar to 1994. Money managers from JP Morgan to Fidelity say this time will be different, in part because of Bernanke’s transparency. Edward Fitzpatrick at JPMorgan said the Fed’s transparency should help offset

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Shell Shut Out as Africa’s Gas Trove Lures Asian States: Energy – Bloomberg 04-17-13

Salient to Investors: Asian state-owned oil companies are making inroads in the contest for East Africa’s energy reserves. Fields off Mozambique are estimated to hold enough gas to meet global demand for 2 years. Brett Olsher at Goldman Sachs said state producers have a national interest initiative to secure significant

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