Bats Highlights Hazards as Flows to Funds Hit Record – Bloomberg 01-14-13

Salient to Investors: EPFR Global said investors added a record $3.1 billion to equity mutual funds in the first week of 2013, the most since it began tracking the industry in 2000. Investors withdrew $69.1 billion from US equity funds in 2012 and $375 billion since 2007. Walter Todd at Greenwood Capital Associates said

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Hedge-Fund Leverage Rises to Most Since 2004 in New Year – Bloomberg 01-14-13

Salient to Investors: Morgan Stanley said leverage among equity managers climbed to the highest level to start any year since at least 2004. Margin debt at NYSE firms rose in November to the highest since February 2008. James Dunigan at PNC Wealth Mgmt said leverage is increasing among hedge-funds. Gross leverage at hedge

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U.S. Stocks Fall on Apple as Investors Watch Earnings – Bloomberg 01-14-13

Salient to Investors: James Paulsen at Wells Capital Mgmt said Apple is the story for the market and proxy for other companies and industries. James Cordwell at Atlantic Equities Service said IPhone sales are slowing because smartphones have saturated developed markets. Almost 80 percent of the 28 S&P 500 companies so far

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Hedge Funds Squeezed With Shorts Beating S&P 500 – Bloomberg 01-07-13

Salient to Investors: The 20 stocks with the highest short sales in the S&P 500 rose an average of 5.1 percent in December versus 0.7 percent for the Index, the widest performance gap since January 2012. Equities tend to rally when companies with the most short interest outperform – like in

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Stocks Beat Bonds, Commodities by Most Since 2009 on Stimulus – Bloomberg 01-01-13

Salient to Investors: The MSCI All-Country World Index of equities increased 16.9 percent in 2012 including dividends, versus 0.1 percent for the S&P GSCI Total Return Index of 24 commodities, 0.5 percent for the US Dollar Index, and 5.73 percent for the Bank of America Merrill Lynch Global Broad Market Index. James Dunigan at PNC Wealth

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BRIC Dominance Fades as State Meddling Curbs Equity Returns – Bloomberg 12-31-12

Salient to Investors: John-Paul Smith at Deutsche Bank said stocks in the major developing markets will again lag global equities in 2013 – China has focused on increasing the pool of buyers for Chinese assets, rather than boosting the role of free markets and privately run companies in the broader economy. Smith prefers cash to BRIC

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Birinyi Odds Favor S&P 500 Record as Individuals Return – Bloomberg 12-31-12

Salient to Investors: Laszlo Birinyi at Birinyi Associates expects the fourth and final stage of the bull market to take the S&P 500 to a record high in 2013, driven by capitulating bears, individual investors piling in, US housing continuing to expand, and markets rallying in Europe. Birinyi said this 4-year bull market resembles the bull markets in the

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