Credit Suisse Cuts Equity Holdings on Fed Tapering Talk – Bloomberg 08-09-13

Salient to Investors: Credit Suisse cut reduced its allocation to stocks to neutral from overweight. Michael Strobaek at Credit Suisse said the fundamental environment remains attractive, but the markets are overbought, and the positive economic outlook and further supportive monetary policy are largely priced in, limiting upside in the near-term. Strobaek said the

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Every Major Central Bank is Printing Money – Jim Rogers Blog 08-09-13

Salient to Investors: Jim Rogers writes: Every major central bank printing money and the world is floating on a very large artificial lake. You cannot have an efficient and strong economy with artificial money printing. The next economic slowdown will be worse than 2008-2009. Read the full article at  http://jimrogers-blog.blogspot.com/2013/08/every-major-central-bank-is-printing.html

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Don’t Miss China’s Flood of Growth Signals – Bloomberg 08-09-13

Salient to Investors: Adam Johnson writes: The drumbeat against China’s ability to grow has been relentless despite more economic data over the past month beating forecasts than has fallen short. China’s retail sales so far in 2013 have risen by almost 13 percent, meeting economist forecasts. The  iShares China Large-Cap ETF has fallen

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Bond Share Tumbles as Morgan Stanley Says Sell: Credit Markets – Bloomberg 08-08-13

Salient to Investors: Kim Shepherd at the Wilshire Trust Universe Comparison Service said institutional investors’ allocations to dollar-denominated bonds in Q2 were 26.2 percent of assets, the lowest level since 2007, and versus 32 percent of assets in Q4 2011. David Darst at Morgan Stanley is advising clients to cut bond allocations to

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