
Welcome to October
The midterms will fill the void between now and the start of earnings season, but they are not among the three things that at the moment, perhaps, are most influential in strengthening or hurting the
Guild Investment Management Inc.’s mission since its founding has been to provide its clients with high returns while minimizing their portfolios’ risk profile over both intermediate and longer term periods.
We provide fully discretionary investment portfolio management services to U.S. and foreign individuals and companies with personal, pension and IRA accounts. We study the world, do the homework, make strategic asset allocations, and make buy and sell decisions so our clients don’t have to do this work.
We offer a complimentary, no-obligation portfolio review. During the review we will discuss your goals, both short-term and long-term, and give specific recommendations. To schedule your complimentary review and to learn more, please click the following link.

The midterms will fill the void between now and the start of earnings season, but they are not among the three things that at the moment, perhaps, are most influential in strengthening or hurting the

On one point, the competing analysts of Wall Street agree: this is a banner year for corporate profits, with S&P 500 earnings on track to rise by roughly a third. On what comes next, they

Nearly every economy on earth is growing, and American companies are earning far more than anyone expected in January. Analysts now see S&P 500 earnings per share rising 29% this year over last, up from

Xi Jinping arrives in Washington later this month; when the two presidents met in Beijing in May, Xi reached rhetorically for the “Thucydides Trap” — national security scholar Graham Allison’s framing of a rising power

As we wrote last week, the Treasury said on August 19 that it would at least double its buyback operations in the ten-to-thirty-year sector, from $2 billion to at least $4 billion apiece. Long yields

We were planning to write about rates already after watching them climb for months. On Tuesday, as we were wrapping up this piece, yields on thirty-year Treasuries touched 5.339 percent, their highest since 2007. Then
31225 La Baya Drive, Suite 214
Westlake Village, CA 91362
1 310 826-8600
Mon-Fri 6:30-4:30