Salient to Investors: Matthew Sherwood at Perpetual Investments said the Fed is very nervous about continuing QE – if they say they have to wind down before labor stabilizes, one of the key supports will be taken away from the market. The MSCI Asia Pacific Index is at 14.9 times
READ MORE... →Salient to Investors: Michael T. Snyder writes: The US economy is slowing down – freight volumes and expenditures are way down, consumer confidence is down sharply, major retail chains are closing hundreds of stores, the sequester threatens to bring austerity. gas prices are rising rapidly, corporate insiders are dumping massive
READ MORE... →Salient to Investors: Jim Rogers says: Central bank printing unlimited amounts of money is spreading even to Japan and Germany and Europe and has never been good for anyone. Printing money is artificial and ends eventually. Germany will have a lot of good news ahead so that Merkel can win
READ MORE... →Salient to Investors: Grace Tam at JPMorgan Asset Mgmt said the big picture is much better than last year, and its positive for equities in the medium term because of easy global monetary policies. family members treated The MSCI Asia Pacific Index is at 14.9 times estimated earnings versus 13.8 for the S&P
READ MORE... →Salient to Investors: Average daily price moves for the S&P 500 have seen the steepest decline since the 1930s – the last time the annual average was this low was 1995, when the S&P 500 rose 34 percent and doubled in the next four years. Going back to 1928 shows stocks gain
READ MORE... →Salient to Investors: Kevin Divney at Beaconcrest Capital Mgmt said more deals create good sentiment because it means CEOs are looking further out, and that’s been the issue the past 4 years. 71 percent of the 399 S&P 500 companies so far reporting have beaten estimates, 67 percent have beaten sales estimates. Read
READ MORE... →Salient to Investors: The Shanghai index is at 13.4 times reported earnings, the highest level since September 2011, and its 14-day relative strength index was at 69 yesterday, close to the Sell signal level above 70. Zhang Lei at Minsheng Securities cites speculation of more property tightening as home prices have not fallen. Xie
READ MORE... →Salient to Investors: The MSCI Emerging Markets Index 30-day volatility dropped to the lowest level since 1997 and is at 10.4 times estimated profit versus 13.8 times for the MSCI World Index. Jitra Amornthum at Finansia Syrus Securities said China’s economic recovery remains weak. Read the full article at http://www.bloomberg.com/news/2013-02-18/emerging-stocks-fall-most-in-week-on-korean-won-metal-prices.html Free email alerts of articles as
READ MORE... →Salient to Investors: Norman Villamin at Coutts said earnings disappointments are not much of a surprise given the weak local economies, but they should stabilize later in 2013. Villamin said bullish global sentiment is the primary concern as everyone is on the same side of the trade, and euro strength against
READ MORE... →Salient to Investors: Chad Morganlander at Stifel Nicolaus said people listen when Warren Buffett does a deal, and a gradual improvement in the US economy combined with very low volatility in financial markets makes the perfect cocktail for M&A. The S&P 500 is 15 times earnings in the past year, the highest multiple
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