Market Summary Market summary. The U.S. Dollar moving sideways remains a positive longer-term for U.S. stocks in beaten-down industries, gold, oil, and industrial company shares. We expect that the U.S. market will move upward, but at any time it may reverse and volatility may ensue for a few weeks or Read more…
The Fiduciary Standard Is Coming To Your Brokerage Since 1974, consumer protection for retirement savings products has been overseen not by financial regulators, as one might expect, but by the Department of Labor, under ERISA (the Employee Retirement Income Security Act). Major new changes to this law are about to Read more…
Market Summary Market summary. We are bullish on gold and some foreign markets, as well as stable growth companies in the U.S. We expect modest appreciation for the S&P 500 this year. We are avoiding Europe and Japan, and we are interested in gold and in some beaten-down markets such Read more…
When Too Much News Can Confuse 1. GDP grew by 2.4 percent in 2015 — ignore flawed data, including GDPNow. Fourth-quarter 2015 GDP growth for the U.S. was just revised up to 1.4 percent annualized from an initial reading of 0.7 percent. That brings growth for the year as a Read more…
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
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 27 percent. Since that bottom, the index has registered a Read more…
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
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 economic forces beyond her control. A great deal of the Read more…
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/
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 full-time work and can’t find it), and the increasing signs Read more…
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