Salient to Investors: Ray Dalio at Bridgewater Associates said: 2013 will be a game changer for the economy as investors reallocate money – currently getting very bad returns – after risks including Europe’s sovereign debt crisis receded. Money will move into stocks and other assets, as well as into goods and services Central banks
READ MORE... →Salient to Investors: Wayne Lin at Legg Mason said people are jumping on the bandwagon: earnings are better, economic data is trending good, Washington have got the message that they need to work together. 76 percent of S&P 500 companies have topped analysts’ estimates. The S&P 500 is at 14.9 times reported earnings versus the average
READ MORE... →Salient to Investors: Laurentia Amica Darmawan at PT First State Investments Indonesia said the currency issue is the biggest risk factor in the foreseeable future for Asian companies, and will continue until we have clarity on how long global monetary easing will last. Credit Suisse lowered Turkish banks to neutral from
READ MORE... →Salient to Investors: Phil Orlando at Federated Investors said earnings have been better than expected, guidance muted, to be expected. 76 percent of the 147 S&P 500 companies so far reporting have beaten estimates, 67 percent have beaten sales estimates. Read the full article at http://www.bloomberg.com/news/2013-01-25/u-s-stock-index-futures-gain-as-german-confidence-climbs.html Free email alerts of articles as
READ MORE... →Salient to Investors: Gary Cohn at Goldman Sachs said: He is bullish on global stock markets as investors shift money from bonds to equities as interest rates rise. The cause of rising interest rates, greater economic activity and growth, will be very positive for our business. Shares in top companies offer
READ MORE... →Salient to Investors: Joseph Stuber writes: Stocks could reach the all-time high on the S&P of 1576 in 2013 driven by its momentum, but then the market will broadly sell-off to October 2011 lows of 1074. A correction to the 2009 low of 670 is possible on pure fundamentals, given
READ MORE... →Salient to Investors: Lou Basenese at The Wall Street Daily writes: At the very least, an uptick in demand is ahead for housing-related and automotive companies. Richard Fisher at the FRB Dallas says US GDP could grow 3% in 2013 versus the average economist expectation of 2%. Pickup truck sales
READ MORE... →Salient to Investors: Phil Mause at Pacific Economics Group writes: Investors should buy up dividend stocks, business development companies (BDCs), REITs and other investments yielding more than bonds. A dividend stock led stock market could rise considerably – dips will be shallow as many investors will be waiting to get in.
READ MORE... →Salient to Investors: Bloomberg survey of global investors: 38 percent, the highest, expect the US to be in the top two markets over the next year, followed by China. 53% say equities offer the highest return in the next year, the most since the poll began in July 2009. Nearly
READ MORE... →Salient to Investors: 48 of the 67 companies reporting earnings exceeded analysts’ estimates S&P 500 earnings are expected to exceed $1 trillion in 2013, 31 percent more than when the index peaked. The S&P 500 P/E is 9.8 percent below the 6-decade mean. Analysts predict S&P 500 earnings will rise 8 percent
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