Podcast
Monty Guild Podcast May 25 2018
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.
China
Let’s Make A Deal, China Edition
Let’s Make A Deal, China Edition Since the correction that began in late February, the U.S. stock market has been laboring under many fears. These fears fall into two basic categories — the rational and the irrational. A fear can be rational or irrational on its face; no one would Read more…
Economics
LIBOR is Dead — Long Live LIBOR!
LIBOR is Dead — Long Live LIBOR! A week ago, we read an interesting piece in Bloomberg: “LIBOR Refuses To Die, Setting Up $370 Trillion Benchmark Battle.” Readers may be familiar with the LIBOR — the “London Interbank Offered Rate.” If you bear with the discussion that follows, we’ll explain why this Read more…
China
Why Not to Worry About China
Why Not to Worry About China Back in November, we wrote: “The skeptics and haters of the current bull market have spent the last eight years finding reasons and justifications for their skepticism. One of the favorite reasons for pessimism has been China. “Sometimes China has been a geopolitical boogeyman, Read more…
Podcast
Guild Investment Podcast May 4th 2018
Our Founder/Chief Investment Officer Monty Guild summarizes the global markets and the recent U.S. market correction. They discuss highlights on the sectors and industries that will benefit in this environment.
Gold
Gold’s Slow-Motion Bull Market
Our analysis of global markets often comes from a contrarian point of view. Since the 1970s, we have been well-known among investors in precious metals for this reason. We are agnostic about precious metals, viewing them a potentially important tool in an investor’s kit for surviving and prospering under a Read more…