Salient to Investors: Jim Rogers at Rogers Holdings said: Likes what China said at its third plenum meeting. The one overriding point that the market is going to make the final decision is contrary to what is happening in the US, which is why the world is moving to Asia. America
READ MORE... →Salient to Investors: Jeremy Grantham at BMO writes: The Greenspan-Bernanke policy of excessive stimulus, now administered by Yellen, will continue, and that the path of least resistance, for the market is up. It would take a severe economic shock to outweigh the effect of the Fed’s relentless pumping of the
READ MORE... →Salient to Investors: Bloomberg New Energy Finance says peak fossil fuels demand could happen in 2030 – the point when humans stop increasing their annual burn, either because the environmental danger makes it too costly or because buildings and cars run more efficiently. Oil and coal companies worth more than
READ MORE... →Salient to Investors: Jim Rogers said: The most important economic event of the next 10 to 20 years is what happened in Beijing, though largely ignored, particularly by the Western media. Current efforts to reform, if followed through, could take a generation to really bear fruit but Chinese agriculture, railroads,
READ MORE... →Salient to Investors: There are more than 400 liquid alternative, hedge-fund-like strategies offered in a mutual fund wrapper, up from a few dozen prior to the financial crisis. Many observers think it unlikely that equity returns will continue to be as robust as the last 5 years, while bonds face
READ MORE... →Salient to Investors: A shift by household investors from bonds into equities is being muted as pension funds and insurers boost fixed-income assets to match future obligations. JPMorgan Chase and Milliman said US companies with the largest defined-benefit pensions raised allocations to fixed-income to 41.3 percent from 36 percent in
READ MORE... →Salient to Investors: Jim Rogers said tapering will not happen anytime soon – perhaps 2015 – because Bernanke wants to exit while he can and before it all falls apart, and Yellen will not do anything at first because she knows, or should know, it will cause problems when they
READ MORE... →Salient to Investors: A RICS index increased to the highest since June 2002. Mortgage lending climbed to the highest level in almost 6 years in Q3. The gap between demand and supply widened to the most since May 2009. RICS said house prices are expected to continue rising in all
READ MORE... →Salient to Investors: College lectures join a growing pool of web-based goods and services being given away that are transforming the lives of consumers. Erik Brynjolfsson at MIT said GDP only tracks things people buy so underestimates the very promising progress made by the US economy in virtual goods, so
READ MORE... →Salient to Investors: Laurence D. Fink at BlackRock said: Stocks may decline as much as 15 percent because of political risks in China, Japan, France and the US. Stocks may return more than 7 percent in the long-term, assuming the global economy expands at 4 percent Investors already invested 100
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