Dollar Aids World Economy Amid Currency War for Faster Inflation – Bloomberg...
Salient to Investors: David Bloom et al at HSBC said: A sustained rise in the dollar may be insufficient to push inflation back to target in countries struggling with the threat of deflation, but it...
View ArticleShrinking U.S. deficit shows stability amid market jitters – PBS Newshour...
Salient to Investors: Eswar Prasad at Cornell and Brookings said: The US economic numbers looks good and the recovery is strengthening, but the rest of the world is weakening and there is a real fear...
View ArticleBillionaire Hedge Fund Chief Jones Sees U.S. Stocks Beating Globe for Rest of...
Salient to Investors: Paul Tudor Jones at Tudor Investment Corp is believed to have said: US stocks will outperform other equity markets for the rest of 2014. The bubble in global credit will burst one...
View ArticleEuro Forecasters See Pain After Worst Year Since 2005 – Bloomberg 01-02-15
Salient to Investors: Strategists expect the euro to decline to $1.18 by the end of 2015. Over 90% of respondents surveyed in December predict the ECB will expand the supply of euros by purchasing...
View ArticleFareed Zakaria GPS – CNN 05-17-15
Salient to Investors: Fareed Zakaria said: Globalization and the information revolution is unstoppable. China cannot be stopped from growing and trading, and Africa from deepening its integration into...
View ArticleIMF asks US Federal Reserve to delay rate rise – BBC News 06-04-15
Salient to Investors: Christine Lagarde at the IMF said: The Fed should delay any rise in interest rates until 2016 and wait for more tangible signs of wage or price inflation. Pockets of vulnerability...
View ArticleDon’t Worry About the Bull Market; Worry About the Dollar: Richard Bernstein...
Salient to Investors: Richard Bernstein at Richard Bernstein Advisors writes: The bull market is intact. Markets rise after the Fed starts raising as earnings trump rising rates, and there is no end of...
View ArticleChina’s gold hoard will slay the mighty dollar – Daily Reckoning 06-27-15
Salient to Investors: China last reported its gold reserves in 2009 at 1,054.1 tonnes, just 1% of the value of its foreign currency reserves, and less gold reserves than Germany, the IMF, Italy and...
View ArticleThe Curse Of The Euro: Money Corrupted, Democracy Busted – David Stockman’s...
Salient to Investors: David Stockman writes: Germany has set fire to the Eurozone in order to save it. Lending another $96 billion to a bankrupt country makes no sense, while the fiscal targets set for...
View ArticleCommodities Collapsed Just Before The Last Stock Market Crash – So Guess What...
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...
View ArticleBirinyi’s S&P 3200 Call – Bull From A 30-Year Bull – David Stockman’s Contra...
Salient to Investors: David Stockman writes: Laszlo Birinyi says S&P 3200 will be reached by 2017 because there is no reason it cannot keep rising. Since first meeting Birinyi in 1986, I do not...
View ArticleStill Chop, Chop, Choppin’ At The Fed’s Front Door – David Stockman’s Contra...
David Stockman writes: Wall Street believes the sideways market of the last 6 months is a healthy market correction in time, not price, and that markets cannot go down unless there is a recession and...
View ArticleWhy Hedge Fund Hot Shots Finally Got Hammered – David Stockman’s Contra...
Salient to Investors: David Stockman writes: A growing chorus of investors blamed last week’s stock market sell-off on esoteric but increasingly influential trading strategies pioneered by hedge funds...
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