We said in our last conference call that the bull market was not dead. As 2018 gets underway, the U.S. stock market continues to rally — but what lies ahead in the coming year? Can investors expect further bullish performance...Read More →
New Antibiotics Revealed In Humble Soil This week we’re taking a break from commenting extensively on the market’s gyrations, and looking a little more long-term at some new developments in biotechnology. What Really Boosts the Longevity of Human Populations? Some...Read More →
In Guild’s most recent conference call, we discuss prospects for the ongoing bull market, and assess recession risk with the help of several key indicators. We examine potential volatility caused by rising inflation and interest rates, and describe the countries,...Read More →
Will Ramping Inflation Cause More Problems For Markets? The correction that began on January 30, and which may not yet be over, was triggered by several events. The fundamental events were first, the release of new data showing rising wages;...Read More →
Our founder and chief investment officer Monty Guild summarizes the global markets and the recent U.S. market correction. He highlights the sectors and industries that will benefit in this environment.
Leveraged Loans Are a Secret Sauce For Banks, U.S. Corporates, and Pension Funds Modern bull markets are fundamentally credit-driven. They are also credit-ended, when the spread between long-term and short-term rates goes negative and chokes off the supply of credit. ...Read More →
We’ve been expressing our positive view about Vietnam as a favored investment destination in emerging markets since last June. Since then, the Ho Chi Minh Index has appreciated more than 50% in U.S. dollar terms. Source: Bloomberg Stock market rallies...Read More →