Salient to Investors: Investors are getting rich renting the concrete pads and surrounding dirt on which residents park their homes. JLT & Associates say rents nationwide average $390 per pad per month. Many US counties have banned or discouraged construction of new trailer parks because the inhabitants are poor, pay little in
READ MORE... →Salient to Investors: Cass Sunstein at Harvard said: Economists know that if you invest in stocks, it makes sense to invest in a passively managed diversified portfolio of largely low-cost index funds, weighted toward equities, and add money as you get it – diversifying it as well – and keep
READ MORE... →Salient to Investors: The Pew Research Center said the share of mothers with children under age 18 who do not work away from home rose to 29 percent in 2012, versus the modern-era low of 23 percent in 1999, which ended the decline in most years from 1970 to 1999. D’Vera
READ MORE... →Salient to Investors: Austin Holland at the Oklahoma Geological Survey said the state experienced its 109th earthquake of a magnitude 3 or higher on April 6, matching the total for all of 2013. Reports have become more frequent from Texas to Ohio of earthquakes linked to wells that drillers use
READ MORE... →Salient to Investors: US-based emerging-market ETF equities and bonds are heading for their biggest monthly inflow since September, while global tech funds lost the most funds among 12 industries. Richard Titherington at JPMorgan Asset Mgmt said investors recognize emerging-market equities are cheap, rotating into sectors that have underperformed. Jennifer Vail
READ MORE... →Salient to Investors: Dean Maki at Barclays said the housing’s spring selling season is getting a late start in 2014 because of bad weather but the next few months will make up for it. The number of contracts signed with the intention of purchasing properties fell in February to the
READ MORE... →Salient to Investors: Jeremy Grantham at GMO said: The slow recovery is due to the Fed’s actions. In the 1980s the US had an aggregate debt level of 1.3 times GDP versus 3.3 times debt now and yet GDP has been slowed – showing that more debt or QE does
READ MORE... →Salient to Investors: Corporate activists including Carl Icahn, Bill Ackman and Nelson Peltz targeted 81 US companies with market values exceeding $1 billion between 1/2009 and 12/31/2013, generating a 48% average gain for long-term investors versus 31% for the S&P 500. Read the full article at http://www.bloomberg.com/infographics/2014-03-31/activists-beat-s-p-500-in-48-percent-gain-for-shareholders.html Click here to receive free and
READ MORE... →Salient to Investors: Shares of high-dividend-yielding companies are trading near the lowest level in almost 3 years relative to the market. Jack Ablin at BMO Private Bank said the favorable investment backdrop of low interest rates is reversing and if the US economy stays on its current path, 10-yr Treasury
READ MORE... →Salient to Investors: Richard Lyons at Berkeley said: Half of US business schools could be out of business in 5 to 10 years because more top MBA programs will start to offer degrees online. Lower-ranked business schools are the most vulnerable. Education technology has the potential to make the proximity
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