BlackRock Net Rises 10% as Demand for ETFs Boosts Assets – Bloomberg 04-16-13

Salient to Investors: Laurence D. Fink at BlackRock said we have not seen any large major change in attitude in bonds are not seeing the same investor appetite for long-dated bonds, which will persist for some time. Fink sees no evidence of a large-scale rotation into stocks from bonds as global and high-yield

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The Scary Risks of Safety Bubble Up – Bloomberg 04-09-13

Salient to Investors: Seth Masters at Bernstein Global Wealth Mgmt says: Bubbles today are driven by fear and investors’ desire for safety versus greed and recklessness in the past. Supposed safe havens of gold, bonds and dividend-paying stocks are dangerously overpriced. Over the past 5 years more than a trillion

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Harvard Embracing Fossil Fuel Condemned by Gore on Filthy Lucre – Bloomberg 04-04-13

Salient to Investors: Students at more than 300 campuses, including the eight Ivy League schools, have joined fossil-fuel divestment activist group 350.org demanding that over the next 5 years universities purge their endowments of investments in 200 publicly traded companies with the largest reserves of oil, gas and coal. Scientists

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Gross Says Buffett to Soros Careers Fueled by Expansion – Bloomberg 04-03-13

Salient to Investors: Bill Gross at Pimco said: The most renowned investors from Buffett to Fuss to Soros may owe their reputations to the most attractive era for money management as expanding credit fueled gains in asset prices across markets. Maybe the era made the man, not the man who made the era – the real test of

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Jeremy Grantham – Charlie Rose 03-11-13

Salient to Investors: Jeremy Grantham at Grantham Mayo Van Otterloo says: The US is muddling through reasonably well in the short-term, but long-term we are in a slowdown unappreciated by most economists – because they are not interested in the long-term. US growth won’t ever return to previous levels because

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Buffett Deputies Leaving Billionaire in the Dust Get Funds – Bloomberg 03-04-13

Salient to Investors: Luke Sims at Eagle Capital Growth Fund said Warren Buffett is trying to build up his stock pickers Combs and Weschler to show he hired the right money managers to succeed him. Buffett book author Jeff Matthews said the 2012 performance by Combs and Weschler was extraordinary but wants to see

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