Pension Funds Hunting Yield Return to Bonds Tied to Risky Loans – BloombergBusiness -7-22-15

Salient to Investors: Citigroup said pension funds bought 8% of the top-rated US CLOs, which slice high-yield loans into securities with varying risks , and 7% of the riskier mezzanine notes in Half1, 2015, versus minimal amounts a few years ago. Pension purchases accounting for 26% of new top-rated debt in

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Commodities Collapsed Just Before The Last Stock Market Crash – So Guess What Is Happening Right Now? – The Economic Collapse 07-22-15

Salient to Investors: Michael Snyder writes: Global debt is at record highs, too big to fail banks have never been more reckless, and global financial markets have never been more primed for a collapse. Most people lack the patience to wait for long-term trends to play out so if the stock market is

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Take Cover – Wall Street Is Breaking Out The Bubblies – David Stockman’s Contra Corner 07-20-15

Salient to Investors: David Stockman writes: Google’s unwarranted market cap gain last Friday – 75% of the 9.6% gain in net income from the prior quarter was due to a lower tax rate and a cutback of ballooning G&A expenses – easily passed in one day the entire $50 billion market cap of Caterpillar, though only

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The Free Market Is Dead – Goldman Says China Is A Buy! – David Stockman’s Contra Corner 07-20-15

Salient to Investors: Michael Pento at Pento Portfolio Strategies writes: In not allowing participants to sell stocks, China has fallen off the free market wagon. The same China that believes that economies grow by building empty cities. China’s actions are the antithesis of capitalism and free markets so it shocking to

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Are Tech Giants’ New Buildings Signs of the Top? – OfTwoMinds.Com 07-20-15

Salient to Investors: Charles Hugh Smith writes: Building new gleaming headquarters generally marks the top of a bank’s fortunes. So Facebook’s glamorous new headquarters, Apple’s under construction “spaceship” campus, Google’s plans for an ultra-modernist headquarters may indicate excessive confidence in endless growth of revenues, profits and valuations. Projections based on permanently parabolic growth

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Beijing You Have A Problem – China’s Factory Sector Has Been Shedding Jobs For 20 Straight Months – The Wall Street Journal 07-20-15

Salient to Investors: China’s “new normal” of slower but better growth is a battle for survival for many businesses. The HSBC/Markit PMI shows that factories have cut jobs for 20 consecutive months, May seeing the biggest cuts since the global financial crisis. Read the full article at http://www.wsj.com/articles/for-many-firms-chinas-new-normal-spells-doom-1437355230 Click here to receive free and

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