Salient to Investors: Takahiro Nakano at Mizuho Trust & Banking said Japanese stocks are falling amid risk aversion rather than going up on a weaker yen, and equities will have to rely on the drop in the yen after expectations about Japan’s growth strategy receded. Yutaka Miura at Mizuho Securities said low volume amplifies
READ MORE... →Salient to Investors: Jim Rogers says: At some point markets won’t take central bank policies anymore, and interest rates will rise regardless of QE. Market timing is tough. Short junk bonds. In any market, the marginal stuff goes first. Read the full article at http://www.jimrogers.info/search?updated-max=2013-06-25T04:00:00-05:00&max-results=5&start=5&by-date=false Click here to receive free and immediate
READ MORE... →Salient to Investors: 15 analysts are bearish for gold prices next week, 6 are bullish and 5 are neutral – the largest proportion of bears since Jan 2010. Frederique Dubrion at Blue Star Advisors said the Fed’s comments are the last signal for the soft hands that the bull market in gold
READ MORE... →Salient to Investors: Jim Rogers says QE will end either because the central bankers are going to stop this insanity of printing money all over the world or the market is going to say ‘we don’t want your paper money’ anymore. Read the full article at http://www.jimrogers.info/search?updated-max=2013-06-25T04:00:00-05:00&max-results=5&start=5&by-date=false Click here to receive free
READ MORE... →Salient to Investors: Niall Ferguson at Harvard said: The West is in decline cause by political and economic stagnation and the US and Europe institutions that are degenerating include democracy, regulation, the rule of law and justice, and civil society. Non-Western countries are improving their economic and political institutions and
READ MORE... →Salient to Investors: If there is a chance to rig benchmark rates in world markets, someone will try. Charles Geisst at Manhattan College said time and again all these markets have been influenced by major market-makers – a polite way of saying they have been rigged. Barclays, UBS, and RBS have been fined $2.5
READ MORE... →Salient to Investors: Spending on lodging, office, commercial and manufacturing buildings grew 5.6 percent in April, the slowest pace in almost 2 years. Kermit Baker at the American Institute of Architects said this type of construction normally exhibits late-cycle growth because the design and building process may take several years, while activity
READ MORE... →Salient to Investors: Gregg Berman at the SEC’s Office of Analytics and Research said most mini-flash stock crashes are not the result of broken software but human errors like entering the wrong number of shares or some other typographical error, or incorrectly entering limit orders – these errors can be fixed
READ MORE... →Salient to Investors: Benjamin Salisbury at FBR Capital Markets said advances such as fracking are leading to record production that may outstrip refinery capacity within 18 months to 3 years. Salisbury said you have to see the rig count fall and then and only then can we have a decision
READ MORE... →Salient to Investors: Timo Boehm at Pimco has reduced bets on covered notes as Europe’s covered bond market falls out of favor as investors seek better returns on their risk – some highly rated alternatives including sovereign-backed and agency notes are much cheaper. Boehm said covered bond sales this year will fall
READ MORE... →