Jeremy Grantham’s Bullish Two-Year Outlook – Barron’s 11-19-13

Salient to Investors: Jeremy Grantham at BMO writes: The Greenspan-Bernanke policy of excessive stimulus, now administered by Yellen, will continue, and that the path of least resistance, for the market is up. It would take a severe economic shock to outweigh the effect of the Fed’s relentless pumping of the

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Jim Rogers: Biggest Event of Next 10-20 Years Just Happened in China – Moneybeat 11-18-13

Salient to Investors: Jim Rogers said: The most important economic event of the next 10 to 20 years is what happened in Beijing, though largely ignored, particularly by the Western media. Current efforts to reform, if followed through, could take a generation to really bear fruit but Chinese agriculture, railroads,

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Great Rotation Seen Muted by Pension-Fund Demand: Credit Markets Bloomberg 11-13-13

Salient to Investors: A shift by household investors from bonds into equities is being muted as pension funds and insurers boost fixed-income assets to match future obligations. JPMorgan Chase and Milliman said US companies with the largest defined-benefit pensions raised allocations to fixed-income to 41.3 percent from 36 percent in

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Treasuries Cheap Versus Peers in Blankfein’s ‘Brightest Spot’ – Bloomberg 11-06-13

Salient to Investors: Lloyd Blankfein at Goldman Sachs said the US is the brightest spot in the global economy: US recovery is shallow but established. Blankfein said globally we will muddle through. Will Tseng at Mirae Asset Global Investments said US growth is moderate, but better than Europe or Japan. 

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