Salient to Investors: Brad Kinkelaar at Pimco said: The underperformance of many high-dividend stocks in the past 8 months shows a sentiment shift already is under way. If rates continue to rise through 2014, albeit gradually, telecom, utility and REITs should continue to underperform the market. Look for stocks with
READ MORE... →Salient to Investors: David Mericle and Jan Hatzius at Goldman Sachs said: US economic weaknesses are more cyclical than secular. US growth will rebound in 2014 to as high as 3.5 percent versus the 2.25 percent average recovery rate so far. The slow rate of recovery is in line with
READ MORE... →Salient to Investors: Blackrock report the top four retirement regrets of retirees: 36% would have started saving earlier, contributing to 401(k) plans sooner and at maximum levels 32% would have spent less 21% would have worked longer 12% would have hired professional financial advice Read the full article at http://www2.blackrock.com/us/individual-investors/insight-education/investor-pulse/finding-5-learn-from-retirement-lessons?cmp=Investor%20Pulse&chn=ppcsyn&c=dianomi&kw=Finding%205&utm_campaign=Investor%20Pulse&utm_medium=cpc&utm_source=dianomi&utm_term=Finding%205 Click here
READ MORE... →Salient to Investors: Nicola Marinelli at Glendevon King said there is nothing new scaring the market, but most people have been long after the summer and that has paid well and having had a very good year they do not want to risk that performance in the last few weeks
READ MORE... →Salient to Investors: Outside buyers invested $125 billion in Japanese stocks in 2013 through November, passing the previous highest total in 2005, which preceded a 1.9 percent increase for the Topix in 2006. November net purchases were the highest since April. Wayne Bowers at Northern Trust said Abe’s policies will
READ MORE... →Salient to Investors: Jim Rogers said global money printing and spending could continue for a while so don’t expect a crash anytime soon, though markets could correct for a while. Congress has moved the debt ceiling and are afraid to do anything about it. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/i-cannot-see-crash-anytime-soon.html Click here
READ MORE... →Salient to Investors: Terry Kastens at Kansas State University said: Farmland values are about to stop rising rapidly, flatten out or even fall 10 percent or so, but will not crash. Rising global crop output and stable renewable-fuel standards are leading to a flattening in commodity prices. Rents in some
READ MORE... →Salient to Investors: Lewis Braham writes: Contrarian funds can be a hedge of sorts, though a potentially volatile one as out-of-favor sectors tend to be cyclical and prone to booms and busts. Shorting is inherently dangerous as markets have been trending higher. Brian Singer at William Blair Macro Allocation Fund
READ MORE... →Salient to Investors: Gary Shilling writes: In May, when the Fed first started talking about tapering, 10-yr yields jumped to 2.72 percent in early July from 1.64 percent on May 1 and 30-yr yields to 3.68 percent from 2.83 percent. Most investors hate Treasuries because they believe that serious inflation
READ MORE... →Salient to Investors: Jim Rogers said the Fed will make our problems worse in the end, so we would be better off without a central bank even with the problems of no central bank. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/the-us-would-be-better-off-without.html Click here to receive free and immediate email alerts of the latest
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