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
China Stocks Deserve A Look There were no fireworks at last week’s China summit of the finance ministers and central bankers of the world’s 20 biggest economies; it was a tame and mostly uneventful affair. Most significantly, China assured the participants that their economic growth strategy doesn’t hinge on Read more
Retirement: An Economic Disaster and a Health Catastrophe? A letter to Financial Times columnist Michael Skapinker last week brought our attention to a personality we hadn’t heard of, but who is well-known in Europe. Dr. Charles Eugster is a 96-year-old British resident of Switzerland who took Skapinker to task for Read more
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