March 2016

March 31, 2016

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Monty was recently interviewed by Ben Bartenstein from Bloomberg.  To read “The Investor Who’s Betting on Brazil’s Corruption Scandal”, please click the following link: http://www.bloomberg.com/news/articles/2016-03-31/brazil-s-watergate-has-veteran-stock-picker-betting-on-big-rally  

March 24, 2016

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Economic Momentum Will Support Housing in 2016 Between its peak in July, 2006, and its bottom in March, 2012, the Case-Shiller home price index, which aggregates data from 20 metropolitan areas in the U.S., registered a drop of more than...
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March 19, 2016

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Guild Investment Management was recently quoted by Dimitra Defotis from Barron’s.  To read “Brazil’s Rising Stocks Defy Political, Economic Reality”, please click the following link: http://www.barrons.com/articles/brazils-rising-stocks-defy-political-economic-reality-1458363178

March 18, 2016

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Brazil’s “Watergate Moment” May Be Nigh Last weekend saw another set of massive demonstrations against Brazil’s hugely unpopular President, Dilma Rousseff.  She has had the misfortune to preside over a severe economic downturn, but she can only partly blame global...
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March 18, 2016

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Guild Investment Management was recently quoted by Teresa Rivas from Barron’s.  To read “Gold Rally Should Continue: Guild Investment”, please click the following link:  http://blogs.barrons.com/focusonfunds/2016/03/18/gold-rally-should-continue-guild-investment/

March 11, 2016

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No, Chicken Little, the sky ain’t falling Data continue to come in showing that fears of a U.S. recession are groundless — good GDP growth, good job growth, continued improvement in labor force participation, improvement in “underemployment” (when workers want...
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March 04, 2016

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China Stocks Deserve A Look    There were no fireworks at last week’s China summit of the finance ministers and central bankers of the world’s 20 biggest economies; it was a tame and mostly uneventful affair.  Most significantly, China assured...
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