Gross Says Central Bank Cash Influx Raises Global Assets’ Risk – Bloomberg 12-03-13

Salient to Investors: Bill Gross at Pimco said: The unprecedented cash added to the financial system by central banks is raising the risk of a slide in global asset prices. Global economies and their artificially priced markets are increasingly at risk, but the unwinding may occur gradually.” The Fed, BoJ,

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Rising Dividends Help 2014 Market Match U.S. – Bloomberg 12-03-13

Salient to Investors: Robert Gorman at TD Wealth said: The 3-yr period of sharp underperformance for Canada is coming to a close Dividend stocks will continue to rule but resource stocks will do comparatively better after showing signs of bottoming out. The S&P/TSX Composite Index and the S&P 500 will

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You Can Invest Just Like Warren Buffett, If You’re a Quant Hedge Fund – Bloomberg 12-02-13

Salient to Investors: The National Bureau of Economic Research found: A robot could replicate Warren Buffett’s stock-picking performance. The ingredients of that robot are 1.6x leverage, which is what Buffett runs at Berkshire Hathaway, and a statistical factor-weighting investment approach that overweights growing, high-payout, profitable companies with low betas. Read

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Goldman Says Buy H-Shares Amid Growth: China Overnight – Bloomberg 12-02-13

Salient to Investors: Noah Weisberger at Goldman Sachs said: The Hang Seng China Enterprises Index will rise 18 percent to 13,600 by the end of 2014, the biggest gain since a rise of 62 percent in 2009, on prospects the economy will stabilize. Commodities will lag the rally in equities.

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Bull Market Shows No Sign of Death With Yellen Support – Bloomberg 12-01-13

Salient to Investors: Resistance to hiring will help push S&P 500 Index profit margins above 10 percent next year, the highest ever. The 5-year rally has restored $14 trillion to share prices, yet US payrolls remain 1.5 million below the level in 2008. Michael Holland at Holland & Co said

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Stocks Triumph 3rd Month in Best Run Since ’09 as Gold Sinks – Bloomberg 12-01-13

Salient to Investors: Bill O’Neill at UBS Wealth Mgmt said the story is still the combination of easy money policies and expectations of growth into 2014 and that growth is on the horizon. The Investment Companies Institute reports individual investors gave $30 billion to managers in 2013, the first net

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