Warehouses Win Investors as Unsung Internet Heroes – Bloomberg 04-15-13

Salient to Investors: The growth of Internet shopping in Europe is luring investors to warehouses, where yields are beating showy storefronts and sleek offices amid a space shortage. Jones Lang LaSalle say Europe needs 296 million square feet of new distribution and storage warehouses in the next 5 years, 11 percent of

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Betting the house – The Economist 04-13-13

Salient to Investors: Edward Glaeser at Harvard says: Exuberant buyers may be more rational than many assume and booms are often consistent with reasonable beliefs about the future — the recent housing boom fits comfortably within America’s speculative past. In 1817, Alabama farmland was $35 per acre (in 2012 dollars) and rose to $134

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State-Wrecked: The Corruption of Capitalism in America – The New York Times 03-30-13

Salient to Investors: David A. Stockman writes: The US is broke – fiscally, morally, intellectually – and the Fed has incited a global currency war that will soon overwhelm it. This latest Wall Street bubble, inflated by phony money from the Fed rather than real economic gains, will burst within a

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The Five Ways Deflation Has Already Taken Hold – Bloomberg 03-26-13

Salient to Investors: A. Gary Shilling at A. Gary Shilling & Co. says 5 of the 7 varieties of deflation are present in the US economy. Commodity price deflation will continue as oversupply continues to swamp demand amid weak global growth and a hard landing in China, which remains export-driven. The slow global

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