Stock Market Looks Smarter Than Bond Market This Time – Bloomberg 06-05-14

Salient to Investors: Ed Yardeni at Yardeni Research said a common worry was that the drop in bond yields may be predicting economic slowdown. Investors Intelligence’s percentage of bulls is at the highest level since January 2005. The conventional wisdom, at least among fixed-income traders and the smartest stock traders,

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Nasdaq Falls Most Since 2011 as Tech Selloff Resumes – Bloomberg 04-10-14

Salient to Investors: The Nasdaq Composite is at 35 times reported earnings  versus 17 for the S&P 500. Analysts forecast S&P 500 earnings climbed 1 percent in Q1. Chad Morganlander at Stifel Nicolaus said the rotation out of high-flying momentum stocks of 2013 into more value-driven opportunities will continue in 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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Happy Birthday, Bull Market! – Business Insider 03-06-14

Salient to Investors: Sam Stovall  at S&P Capital IQ said there have been a limited number of 6-year bull markets and if this market becomes a six-year bull market and performs similar to the others it would rise 26% to beyond 2340.  Read the full article at http://www.businessinsider.com/bull-market-birthday-2014-3?nr_email_referer=1&utm_source=Triggermail&utm_medium=email&utm_term=Markets%20Chart%20Of%20The%20Day&utm_campaign=Moneygame_COTD_030614 Click hereto receive

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Gross Says Central Banks Must Sway Investors for Assets to Rise – Bloomberg 03-04-14

Salient to Investors: Bill Gross at Pimco said: If central banks can convince investors that their policies can reproduce the old normal economy, then risk assets will have higher future returns and outperform cash, trickling down to respectable growth rates and lower global unemployment. Central banks must shift to qualitative

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O’Neill Says Emerging-Market Selloff Creates Buying Opportunity – Bloomberg 02-04-14

Salient to Investors: Jim O’Neill said: We are closer to a buying opportunity in emerging-market stocks than to joining in the panic. While some places in the emerging world have real problems, to herald an emerging-market crisis is ridiculous. Ukraine, Thailand, Argentina and Turkey have some serious issues. The Fed decision

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