European and U.S. Banks: Risks Dampen Investors’ Enthusiasm As the most cyclical of cyclicals, banks were supposed to benefit from the corner turned in early 2018. Typically, in the mature phase of an economic cycle, as inflation and interest rates are rising, growth is kicking into higher gear, and economic Read more
2017 was the year Bitcoin went mainstream. We’ll discuss digital currencies and blockchain technologies — how they work, what they’re for, and what the arrival of this new asset class means for investors. We’ll look at digital currencies whose characteristics may have an impact on the price of gold, and Read more
Executive Summary For 46 years, Guild Investment Management has had one goal: to help investors succeed. We have historically focused on investing in stock, bond, currency, and gold markets in the U.S. and worldwide. In recent months, clients and readers have asked us to consider launching an investment partnership for Read more
https://www.youtube.com/watch?v=jiMeN-G74mg&feature=youtu.be
Our senior research analyst Rudi von Abele 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.
After further trade-war saber-rattling, U.S. markets have again regained a semblance of calm. Further unexpected developments and accompanying volatility undoubtedly lie ahead, but thus far, markets have greeted the potential of escalating trade conflicts without panic. The financial, economic, and sentiment backdrop in the United States remains strong. Investor and Read more
A volatile year to date seems to be resolving itself into a cautiously positive market backdrop, presenting the possibility of a better-than-usual summer for stocks. The underlying causes of volatility are still present — primarily the tug-of-war we have described several times, between rising interest rates (which are challenging for Read more
Our senior research analyst Rudi von Abele and executive vice president Tim Shirata 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.
Let’s start with a review of U.S. and global economic, trade, finance, and banking outlooks. • The U.S.: Bullish economics, very strong. Trade negotiations not a lasting problem. • Europe: Neutral. Avoid. • Asia: Growth companies are attractive. The U.S. dollar is strong; this is neutral for Asian commodity exporters. If and when the Read more
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