Our Chat With Jeremy Grantham – The Wall Street Journal 09-20-13

Salient to Investors: Jeremy Grantham at GMO said: Commodity prices fell for a hundred years by an average of 70 percent, and then from 2002 basically everything tripled and regained the whole decline in 6 years – tobacco was the only commodity that fell. The game changed because of the

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Malaysia’s Biggest Pension Fund Buying Stocks as Foreigners Sell – Bloomberg 09-12-13

Salient to Investors: Mohamad Nasir Ab. Latif at EPF, Malaysia’s largest pension fund, said they were net buyers of Malaysian stocks during recent declines as foreign investors cut their holdings, and are looking at real estate in Europe and the US to diversify risk. The fund also plans to raise

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Wells Fargo Says Rate Rises Won’t Stall Housing Rebound – Bloomberg 09-09-13

Salient to Investors: Tim Sloan at Wells Fargo said rising mortgage rates won’t slow the housing recovery because new families are being created and homes are still affordable. Read the full article at  http://www.bloomberg.com/news/2013-09-09/wells-fargo-says-rising-rates-won-t-snuff-out-housing-recovery.html Click here to receive free and immediate email alerts of the latest forecasts.

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Wall Street’s Rental Bet Brings Quandary Housing Poor – Bloomberg 08-29-13

Salient to Investors: Private-equity firms, hedge funds and REITs have bought more than 100,000 US homes, becoming dominant single-family landlords in markets hardest-hit by the housing crash such as Atlanta. Christopher Thornberg at Beacon Economics said investors that are building home-rental companies may not want to take on the red tape, stigma of

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