Salient to Investors: Expanding populations fueled global prosperity with both workers and consumers but global aging threatens to cause chronically weak economic growth, a more volatile international economy and the risk of a new financial crisis triggered by innovative investments dubbed “death derivatives.” Rob Arnott at Research Affiliates said our
READ MORE... →Salient to Investors: The median net worth for US households headed by boomers aged 55 to 64 was almost 8 percent lower, at $143,964, than those 75 and older in 2011. Boomers lost more than other groups in the stock market and housing bust of 2008, and many also lost
READ MORE... →Salient to Investors: Jim Rogers said a staggering artificial sea of liquidity is going into stock markets including the US, and Japan. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/liquidity-flowing-into-stock-markets.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Thomas Barrack Jr. at Colony Capital said: Institutional landlords building home-rental businesses in the US have yet to figure out the best way to sell their investments as they focus on expansion, while nobody is worried about an exit. 5 companies, including Colony, own 200,000 units, or
READ MORE... →Salient to Investors: Ramin Toloui at Pimco said: Asian growth is stabilizing but not stellar but may receive a boost in 2014 as developed markets accelerate. Asia’s trajectory will continue to be shaped critically by the growth path in the U.S. and Europe China’s growth in the next decade requires
READ MORE... →Salient to Investors: The flood of North American crude oil is set to become a deluge as Mexico dismantles a 75-year-old barrier to foreign investment in its oil fields. Ed Morse at Citigroup said Mexican oil output could double from inviting international explorers to drill there, the equivalent of adding
READ MORE... →Salient to Investors: Jim Rogers said gold went up for 12 years in a row and know of no asset in history that went up 12 years without a down year. So this correction will be an anomaly as well. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/golds-peculiar-rise-and-correction.html Click here to receive free
READ MORE... →Salient to Investors: Jin Rogers said the largest buyer of gold in the world, or was, India, has a gigantic balance of trade problem politicians are blaming it on gold Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/golds-correction-india-is-one-of-reasons.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: TIPS have plunged 8.8 percent in 2013, the most since their debut in 1997, as consumer prices in the US rose 1 percent last month, the smallest increase since 2009. Peter Fisher at BlackRock said the idea that central banks can always get the inflation rate they
READ MORE... →Salient to Investors: William Pesek writes: I agree with Tom Holland at The South China Morning Post that China cannot both maintain 7 percent-plus growth rates and implement huge reforms. Thailand has seen 18 coups in the past 60 years. The whole reason for being bullish on Japan Inc. so
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