Quality Following Quantity in U.S. Hiring With $867 Pay – Bloomberg 07-25-14

Salient to Investors: Paul Ashworth at Capital Economics said: The 1.3 million private-sector jobs created in half1 2014 paid an average of $867 a week versus $843 per week for the existing 117 million private-sector jobs. Mining, construction and business-services companies – which traditionally pay more than the average – are increasingly

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The Boom Is Coming, and Sooner Than You Think – BloombergView 07-18-14

Salient to Investors: Gary Shilling writes: Persistently slow growth will NOT be the norm for years to come. When private-sector deleveraging is completed, real GDP growth will return to its long-run trend of 3.5 percent or more. Productivity will return to 2.5 percent annual growth or more after deleveraging is

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Proof Investors Love Tech Companies That Skimp on R&D – BloombergBusinessweek 07-09-14

Salient to Investors: A Bernstein Research study “Do High R&D Spenders in Tech Generate Stock Outperformance?” found: Over 1, 3, 5, and 10-year periods, the companies with the lowest spending on R&D tended to perform the best on Wall Street. Over the past 5 years, stocks in the biggest R&D

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Shorts Reload in S&P 500 Ritual That Signaled Gain Before – Bloomberg 06-09-14

Salient to Investors: American short sellers have been hurt for 5 years by the biggest market rally since the Internet bubble. Bearish wagers in the SPDR ETF are near 11 percent of its shares, the highest level since 2012. Bearish wagers against a technology ETF are 67 percent above the

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Emerging-Market ETFs Halt Outflow as Investors Flee Tech – Bloomberg 04-08-14

Salient to Investors: US-based emerging-market ETF equities and bonds are heading for their biggest monthly inflow since September, while global tech funds lost the most funds among 12 industries. Richard Titherington at JPMorgan Asset Mgmt said investors recognize emerging-market equities are cheap, rotating into sectors that have underperformed. Jennifer Vail

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