Podcast
Monty Guild Podcast
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.
The U.S.
What is the secret sauce for banks, U.S. corporates, and pension funds?
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. This is why watching that spread — the “yield curve” Read more…
Asia
Riding the Vietnamese Tiger
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 require a combination of economic and financial fundamentals followed by Read more…
Technology
Get Ready For Self-Driving Everything
Toyota’s Self-Driving Boxes and the Future of Retail We commented last week on Toyota’s [NYSE: TM] presentation at the Consumer Electronics Show (CES) — an expo that has become so auto-centric in recent years that a running joke dubs it the Car Electronics Show. TM calls its new concept the Read more…
Podcast
Monty Guild Podcast
Monty Guild the founder of Guild Investment Management does host his first economic and investing podcast. In the podcast, he discusses opportunities in 2018 and what he thinks will benefit from this investment environment globally.
Technology
Robots, Robots Everywhere
Robots, Robots Everywhere Robots in Food Service With the Consumer Electronics Show (CES) just past, it might be a good time to mention two developments in robotics that we’ve recently noted. Sage analyst Larry Jeddeloh at The Institutional Strategist noted that this year’s CES was the occasion for Pizza Hut Read more…
Podcast
Monty Guild Podcast
Monty Guild the founder of Guild Investment Management does host his first economic and investing podcast. In the podcast, he discusses opportunities in 2018 and what he thinks will benefit from this investment environment globally.
Podcast
Global Manufacturing Data Looks Promising
Our founder Monty Guild discusses global manufacturing data and highlights the countries and companies that look promising.
Asia
This Week’s Market Summary
U.S. Economics Economic data continue to impress, with wages finally moving higher by about 3% year over year, and S&P 500 profits expected to rise by 15–16%. More positive news is that the U.S. has become a net natural gas exporter, and with the creation of several new gasification and Read more…
Inflation
Manufacturing PMIs Increase — Is Inflation Coming?
Manufacturing PMIs Increase — Is Inflation Coming? The current uptick in global GDP growth means that manufacturers in many countries are experiencing higher demand. As purchasing manager index (PMI) reports come in from around the world, they are showing supply constraints beginning to emerge. Manufacturing PMIs are surveys which ask Read more…
