Salient to Investors: Jim Rogers said: I am long oil, gold etc which will go much higher if there is going to be a war – it sounds like they want one. Stocks will go down, some are already falling, commodities will rise. Read the full article at http://blogjimrogers.blogspot.com/2013/09/jim-rogers-owns-oil-gold.html Click here to
READ MORE... →Salient to Investors: fast cash loans with bad credit Karl Denninger writes: The pattern is nearly identical to that at the beginning of 2008. Debt continues to rise, and the biggest growth area remains the federal government. The sharp change in debt and GDP over the last few quarters is identical to
READ MORE... →Salient to Investors: Don Hodges at Hodges Funds said the noise is disruptive to people doing anything with great confidence, and any market this strong over the last few weeks is capable of a pullback that shakes people a little. A Bloomberg poll counted 44% expecting the economy to remain
READ MORE... →Salient to Investors: Jeremy Grantham at GMO said: Commodity prices fell for a hundred years by an average of 70 percent, and then from 2002 basically everything tripled and regained the whole decline in 6 years – tobacco was the only commodity that fell. The game changed because of the
READ MORE... →Salient to Investors: Tim Hartzell at Sequent Asset Mgmt said the underlying data may turn weaker despite 5 years of easy money, and stocks are dependent on this monetary stimulus. Economists predict the US will expand 1.6 percent in 2013 and 2.7 percent in 2014. 24 of 41 economists expect
READ MORE... →Salient to Investors: Jim Reid et al at Deutsche Bank said: Returns on 10-yr Treasury notes adjusted for inflation were an annualized 4.5 percent in the 100 years before the Fed and under 2 percent in the 100 years after the Fed was born in 1913, while the return on
READ MORE... →Salient to Investors: Jerry Haworth at 36 South Capital Advisors LLP said: payday loans for people with prepaid debit cards He has increased volatility investments to 90 percent of assets from 50 percent at the beginning of the year fluctuations in markets including currencies, commodities and equities. Central banks have
READ MORE... →Salient to Investors: Stanley Druckenmiller said: If the Fed were to end QE it would be a big deal for the financial markets, as indicated by the sell-off in bonds and emerging markets in the past few months on the mere hint that the Fed might taper. Fed purchases have subsidized all
READ MORE... →Salient to Investors: A Bloomberg poll of investors, analysts and traders showed: 40% see the euro-area economy as improving, more than 4 times the number in May 40% see the world economy as strengthening, the most since January 2011. 52% expect stocks to produce the best return over the next
READ MORE... →Salient to Investors: Stanley Druckenmiller said: The poverty rate for seniors over the last 35 years has dropped from 35% to 9%, while their wealth has dramatically increased The numbers of seniors is about to explode and there is no way we can pay for what we have promised them. The US
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