China 3% Growth Risk Seen by Barclays Signals Likonomics Anxiety – Bloomberg...
Salient to Investors: Sudakshina Unnikrishnan and Jian Chang at Barclays say should China’s growth dip to 3 percent in the next 3 years, copper would fall more than 60 percent, zinc by up to 50...
View ArticleAnother Seinfeld Election for Australia – Bloomberg 09-01-13
Salient to Investors: William Pesek writes: If there were ever proof that ex-PM Julia Gillard was not defeated for her performance, this election campaign is it – Abbott and PM Kevin Rudd have offered...
View ArticleOur Chat With Jeremy Grantham – The Wall Street Journal 09-20-13
Salient to Investors: Jeremy Grantham at GMO said: Commodity prices fell for a hundred years by an average of 70 percent, and then from 2002 basically everything tripled and regained the whole decline...
View ArticleBubble Trouble Seen Brewing in Australia Home Prices – Bloomberg 11-06-13
Salient to Investors: Housing in Australia accounts for 60 percent of average household wealth versus a global average of 45 percent. Average household debt has been near 150 percent of annual income...
View ArticlePimco Says External Growth May Lift ‘Not Stellar’ Asia – Bloomberg 12-17-13
Salient to Investors: Ramin Toloui at Pimco said: Asian growth is stabilizing but not stellar but may receive a boost in 2014 as developed markets accelerate. Asia’s trajectory will continue to be...
View ArticleAustralian Growth Beats Estimates as Rebalancing Begins: Economy – Bloomberg...
Salient to Investors: Australia’s Q4 GDP exceeded the median economist estimate. Paul Bloxham at HSBC said the rebalancing act is under way, and a great comfort for the RBA – rate cuts are off the...
View ArticleAustralians priced out of housing, report says – BBC News 03-05-14
Salient to Investors: Credit Suisse said: Chinese buyers are pouring into the Australian residential market every year, pricing out a generation of Australians from the housing market, with many...
View ArticleMillionaire Hunters Lure Rich Chinese to Australia – Bloomberg 07-22-14
Salient to Investors: Chinese millionaires who invest at least $4.7 million and qualify for Australian residency can get around China’s restrictions on converting currency and sending it abroad. China...
View ArticleFareed Zakaria GPS – CNN 12-14-14
Fareed Zakaria said: It is the big, contentious democracies, Britain and the US, that have prevailed in the world, not Nazi Germany, Imperial Japan and the Soviet Union. No organization has ever...
View ArticleFareed Zakaria GPS – CNN 01-25-15
Salient to Investors: Fareed Zakaria said: Radical Islam is the default ideology of anger, discontent and violent opposition for a small number of alienated young Muslim men around the world. Only...
View ArticleForget The Dips, Sell The Rips – David Stockman’s Contra Corner 08-24-15
Salient to Investors: David Stockman writes: The S&P 500 has sliced through both the 50-day and 200-day moving averages. 2130 on the S&P 500 will prove to be a generational high. CAT, China,...
View ArticleAlibaba Is the Canary in China’s Coal Mine – BloombergView 09-01-15
Salient to Investors: William Pesek writes: Alibaba’s shares slide with each new report of middle-class Chinese raising cash and delaying spending. Alibaba’s $166 billion market cap exceeds the annual...
View ArticleWall Street’s Latest Bounce – Ostrich Economics At Work – David Stockman’s...
Salient to Investors: David Stockman writes: The price of financial assets is now artificial and wildly inaccurate. $300 trillion of global finance cannot remain stable much longer. Bulls believe the...
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