{"id":5328,"date":"2012-08-22T22:45:40","date_gmt":"2012-08-23T02:45:40","guid":{"rendered":"http:\/\/goldstocksforex.com\/?p=5328"},"modified":"2012-08-22T22:45:40","modified_gmt":"2012-08-23T02:45:40","slug":"bob-janjuah-time-for-action-warning-over-business-insider","status":"publish","type":"post","link":"https:\/\/thepatientinvestor.com\/index.php\/2012\/08\/22\/bob-janjuah-time-for-action-warning-over-business-insider\/","title":{"rendered":"BOB JANJUAH: Time For Action, Warning Over &#8211; Business Insider"},"content":{"rendered":"<p>Sam Ro of Business Insider reports on Nomura strategist Bob Janjuah&#8217;s August 21 note:<\/p>\n<blockquote><p>&#8220;I now think the correct thing to do \u2013 as I also said in April and June \u2013 is to prepare for a serious risk-off phase between August and November,&#8221; [Janjuah] reiterated. &#8220;Over the August to November period I am looking for the S&amp;P500 to trade off down from around 1400\u2026by 20% to 25%&#8230;to trade at or below the lows of 2011.&#8221;<\/p>\n<p>He argues that the key drivers of this sell-off will be disappointment at next week&#8217;s Federal Reserve Jackson Hole speech and realization that the ECB won&#8217;t be be able to deliver on their promises.<\/p><\/blockquote>\n<p>via <a href=\"http:\/\/www.businessinsider.com\/bob-janjuah-time-for-action-warning-over-2012-8\">BOB JANJUAH: Time For Action, Warning Over &#8211; Business Insider<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sam Ro of Business Insider reports on Nomura strategist Bob Janjuah&#8217;s August 21 note: &#8220;I now think the correct thing to do \u2013 as I also said in April and June \u2013 is to prepare for a serious risk-off phase between August and November,&#8221; [Janjuah] reiterated. &#8220;Over the August to November period I am looking &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/thepatientinvestor.com\/index.php\/2012\/08\/22\/bob-janjuah-time-for-action-warning-over-business-insider\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;BOB JANJUAH: Time For Action, Warning Over &#8211; Business Insider&#8221;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mo_disable_npp":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[57,34],"tags":[456,836,2489,3010],"class_list":["post-5328","post","type-post","status-publish","format-standard","hentry","category-stock-markets","category-us-canada-countries-regions","tag-bob-janjuah","tag-correction","tag-nomura","tag-sp-500"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>BOB JANJUAH: Time For Action, Warning Over - Business Insider - the patient investor<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"BOB JANJUAH: Time For Action, Warning Over - Business Insider - the patient investor\" \/>\n<meta property=\"og:description\" content=\"Sam Ro of Business Insider reports on Nomura strategist Bob Janjuah&#8217;s August 21 note: &#8220;I now think the correct thing to do \u2013 as I also said in April and June \u2013 is to prepare for a serious risk-off phase between August and November,&#8221; 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He founded PVT Capital (AFSL No. 546090) in May 2023, which offers investment strategy and advice to wholesale clients.","sameAs":["https:\/\/facebook.com\/people\/The-Patient-Investor\/61572934660810\/","https:\/\/www.instagram.com\/colin_thepatientinvestor","https:\/\/au.linkedin.com\/in\/colintwiggs"],"url":"https:\/\/thepatientinvestor.com\/index.php\/author\/investor\/"}]}},"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p9tQ4n-1nW","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":8543,"url":"https:\/\/thepatientinvestor.com\/index.php\/2013\/10\/07\/heres-a-disturbingly-astute-line-from-when-sp-downgraded-the-us-credit-rating-business-insider-australia\/","url_meta":{"origin":5328,"position":0},"title":"Here&#8217;s A Disturbingly Astute Line From When S&#038;P Downgraded The US Credit Rating | Business Insider Australia","author":"ColinTwiggs","date":"October 7, 2013","format":false,"excerpt":"From S&P\u2019s historic downgrade of the US credit rating on August 5, 2011: More broadly, the downgrade reflects our view that the effectiveness, stability, and predictability of American policymaking and political institutions have weakened at a time of ongoing fiscal and economic challenges to a degree more than we envisioned\u2026","rel":"","context":"In &quot;Economy&quot;","block_context":{"text":"Economy","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/economy\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":12870,"url":"https:\/\/thepatientinvestor.com\/index.php\/2016\/02\/21\/iron-ore-jumped-over-11-last-week-business-insider\/","url_meta":{"origin":5328,"position":1},"title":"Iron ore jumped over 11% last week | Business Insider","author":"ColinTwiggs","date":"February 21, 2016","format":false,"excerpt":"From David Scutt: According to Metal Bulletin, the spot price for benchmark 62% fines rose by 2.93%, or $1.38, to $48.52 a tonne on Friday, leaving it at the highest level seen since November 11 last year. Source: Iron ore jumped over 11% last week | Business Insider","rel":"","context":"In &quot;Stock Markets&quot;","block_context":{"text":"Stock Markets","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/stock-markets\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":6582,"url":"https:\/\/thepatientinvestor.com\/index.php\/2013\/01\/25\/scam-complete-us-government-takes-a-page-from-diocletians-book-business-insider\/","url_meta":{"origin":5328,"position":2},"title":"Scam complete: US government takes a page from Diocletian\u2019s book &#124; Business Insider","author":"Colin Twiggs","date":"January 25, 2013","format":false,"excerpt":"Simon Black writes: As with any good scam, the government must maintain public confidence. The moment someone says \u2018the Emperor has no clothes,\u2019 that shallow, fragile confidence will come crashing down and expose the scam. Dissent must be vigorously and swiftly pursued.So when S&P finally downgraded the US one notch\u2026","rel":"","context":"In &quot;US &amp; Canada&quot;","block_context":{"text":"US &amp; Canada","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/countries-regions\/us-canada-countries-regions\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":14201,"url":"https:\/\/thepatientinvestor.com\/index.php\/2016\/09\/19\/warning-sign-of-china-bank-crisis-business-insider\/","url_meta":{"origin":5328,"position":3},"title":"Warning sign of China bank crisis | Business Insider","author":"ColinTwiggs","date":"September 19, 2016","format":false,"excerpt":"From Engen Tham, Reuters: Excessive credit growth in China is signaling an increasing risk of a banking crisis in the next three years, a report from the Bank for International Settlements says. The credit-to-gross-domestic-product gap, an early warning of financial overheating, hit 30.1 in China in the first quarter of\u2026","rel":"","context":"In &quot;China &amp; HK&quot;","block_context":{"text":"China &amp; HK","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/countries-regions\/china-hk\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":14983,"url":"https:\/\/thepatientinvestor.com\/index.php\/2017\/03\/18\/a-huge-hole-in-trumps-promise-to-bring-back-us-manufacturing-jobs-business-insider\/","url_meta":{"origin":5328,"position":4},"title":"A huge hole in Trump&#8217;s promise to bring back US manufacturing jobs | Business Insider","author":"ColinTwiggs","date":"March 18, 2017","format":false,"excerpt":"By Pedro Nicolaci da Costa: US manufacturing employment has been declining since a 1970 peak, a drop that accelerated after China\u2019s entry into the World Trade Organisation but, tellingly, not after the US entered the North American Free Trade Agreement with Mexico and Canada in 1994. ....SoftWear\u2019s business, along with\u2026","rel":"","context":"In &quot;Deficit Spending &amp; Employment&quot;","block_context":{"text":"Deficit Spending &amp; Employment","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/economy\/deficit-spending-employment\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":5271,"url":"https:\/\/thepatientinvestor.com\/index.php\/2012\/08\/15\/air-cargo-volume-indicator-points-to-weakening-of-industrial-activities\/","url_meta":{"origin":5328,"position":5},"title":"Air cargo volume indicator points to weakening of industrial activities","author":"Colin Twiggs","date":"August 15, 2012","format":false,"excerpt":"10 August, 2012, 1:53. Posted by Zarathustra Nomura has a Air cargo volume index (as we first mentioned here), which correlated with global industrial activities pretty with (correlation = 0.84). via Air cargo volume indicator points to weakening of industrial activities.","rel":"","context":"In &quot;Economy&quot;","block_context":{"text":"Economy","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/economy\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"_links":{"self":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/5328","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/comments?post=5328"}],"version-history":[{"count":0,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/5328\/revisions"}],"wp:attachment":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/media?parent=5328"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/categories?post=5328"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/tags?post=5328"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}