Goldman Stays Gold Bear as Bullish Wagers Increase – Bloomberg 07-14-14

Salient to Investors: Jeffrey Currie at Goldman Sachs predicts gold to fall to $1,050 by year-end as the economy improves and there is more confidence in the recovery, without significant inflationary concerns. Goldman predicts higher interest rates in Q3, 2015. Last week, net-long positions in gold rose to their highest

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Hedge Funds Reduced Bullish Gold Bets Before Rally: Commodities – Bloomberg 09-22-13

Salient to Investors: Hedge funds et al cut long contracts to the lowest since June 25. EPFR Global said money managers added the most since October 2012 to gold funds last week, while inflows for commodity funds were the most since November 2012. Evestment said assets managed by commodity hedge

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Hedge Funds Most Bearish Ever on Copper, Favor Gold: Commodities – Bloomberg 03-25-13

Salient to Investors: Hedge funds are making the biggest bet against copper on record as global inventories expand to a 9-year high, while concern that Europe’s debt crisis will spread spurred the biggest gain in gold bets since 2008. Jack Ablin at BMO Private Bank cites unprecedented stockpiles of copper and other metals

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Hedge Funds Cut Bullish Bets to Lowest Since June: Commodities – Bloomberg 12-31-12

Salient to Investors: Hedge funds et al reduced net-long positions across 18 US futures and options last week to the lowest since June 19. Gold holdings reached a 4-month low, copper holding dropped for the first time in five weeks, and investors were the most bearish on natural gas since May. Walter Hellwig at BB&T

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Goldman Bullish With Hedge Funds Amid Citi Warning: Commodities – Bloomberg 12-18-12

Salient to Investors: EPFR Global said the increase in inflows into commodity funds in 2012 was 92 percent higher than the increase in 2011. The S&P GSCI, of which energy comprises 70 percent, fell 0.9 percent in 2012, the MSCI All-Country World Index  rose 13 percent, the Dollar Index fell 0.9 percent, Treasuries returned 2.3 percent. Barclays

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S&P 500 Futures Gain as German Business Confidence Rises – Bloomberg 11-23-12

Salient to Investors: Jack Ablin at BMO Harris Private Bank said the outperformance of 3 upscale retailers versus 3 lower scale retailers indicates investors believe high-income households will fund their higher tax burden from savings, rather than by cutting spending. Read the full article at http://www.bloomberg.com/news/2012-11-23/u-s-stock-futures-rise-s-p-500-may-extend-weekly-jump.html

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