Jim Rogers: Malaysia is attractive – Jim Rogers blog 07-03-13

Salient to Investors: Jim Rogers says international investors prefer open, exciting and dynamics places. Malaysia has opened up and is one of the most attractive, with huge reserves, abundant natural resources. Read the full article at  http://www.jimrogers.info/2013_07_01_archive.html Click here to receive free and immediate email alerts of the latest forecasts.

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Tech Stocks Signaling Sustained U.S. Growth: EcoPulse – Bloomberg 07-01-13

Salient to Investors: Brian Jacobsen at Wells Fargo Advantage Funds maintains an overweight rating on tech stocks because their gains show a “hand off” is starting, as investors move into industries that could outperform benchmarks later in the economic expansion. Jacobsen says higher interest rates historically bode well for tech stocks,

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Global Bonds Dive for Second Month as Stocks Lose $2.7 Trillion – Bloomberg 06-30-13

Salient to Investors: Binky Chadha at Deutsche Bank said the market had been pricing in that the Fed would normalize rates much more slowly than it has done historically, and the shock has spilled over across all of the asset classes. The World Bank said the world economy will expand 2.2 percent

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Lacker Says Markets to Stay Volatile as Fed Debates Tapering – Bloomberg 06-28-13

Salient to Investors: Jeffrey Lacker at FRB of Richmond said Financial markets will remain volatile as policy makers debate tapering, part of the process of incorporating new information into financial asset prices. Reaction to Bernanke’s comments is evidence that they had built-in expectations of more asset purchases than I think the

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UBS’s Friedman Favors U.S. Stocks, High-Yield Bonds – Bloomberg 06-28-13

Salient to Investors: Alexander Friedman at UBS says: What Fed has done is not unexpected and the market reacted because it was ahead of itself. All the Fed was saying was that the US is doing OK, that the data is trending as it should, and that it has confidence

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The Intelligent Investor: Saving Investors From Themselves – The Wall Street Journal 06-28-13

Salient to Investors: Jason Zweig writes: Good advice rarely changes, while markets change constantly. People need good advice, but want advice that sounds good. The advice that sounds the best in the short run is always the most dangerous in the long run. Everyone wants the magical low-risk, high-return investment

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