Apple Stock Sold by Mindich, Rosenstein in Fourth Quarter – Bloomberg 02-15-13

Salient to Investors: Hedge funds Viking Global Investors, Third Point, and Omega Advisors all sold their entire positions in Apple in Q4 2012. Hedge funds Lone Pine Capital, Eton Park Capital Mgmt, Tiger Global Mgmt, and Jana Partners all sold shares. Hedge funds Appaloosa Mgmt, David Einhorn’s Greenlight Capital, John Paul Tudor’s Tudor

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’Energy Independence’ Alone Won’t Boost U.S. Power – Bloomberg 02-14-13

Salient to Investors: Meghan O’Sullivan at Harvard writes: Many analysts anticipate North American energy independence by 2020, while our rising energy fortunes strongly counter the now-common global narrative that the US is in decline. Europe, China, Japan and other large economies face futures of ever-growing dependence on imported energy. montaukplayhouse.org/www/ The

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RBA’s Kent Says Chinese Demand for Commodities to Remain Strong – Bloomberg 02-14-13

Salient to Investors: Christopher Kent at Reserve Bank of Australia said: China’s demand for commodities will grow strongly for some time, and the slower pace still represents a large quantity of new demand. The resource investment boom will crest this year. A broad range of indicators indicate that China’s growth has stabilized

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Billionaires Soros, Bacon Cut Gold Holdings on Decline – Bloomberg 02-14-13

Salient to Investors: George Soros and Louis Moore Bacon cut their stakes in gold ETPs in Q4 2012. Lone Pine Capital and Scout Capital Mgmt sold their entire stakes in the SPDR Gold Trust,  but John Paulson maintained his holding. UBS reduced its one-month price target by 6.8 percent, saying economic optimism takes the shine

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Swiss Property Bubble Concern Seen Prompting Tightening – Bloomberg 02-14-13

Salient to Investors: Governments from Singapore to Dubai to Hong Kong are moving to cool overheated property markets and avert property bubbles. discovered Switzerland is having its biggest property boom in two decades, with prices pushed higher by the influx of 50,000 people a year. The UBS Swiss Real Estate Bubble Index remained in

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