The Global Reform Wave Rolls On: Former Leaders Jailed in Brazil and South Korea Almost two years ago, we wrote about the rise of populist and anti-corruption movements around the world, and told you that we believed these movements would expand, intensify, and disrupt global politics and economics, possibly for decades. Read more
Emerging Markets Look Good: An Update We wrote last week on the potential for emerging markets to regain their mojo after years of relative underperformance. During the week, positive data have continued to come in. Some data points: South Koreans will go to the polls on May 9 in Read more
Market Summary The U.S. stock market is moving sideways and slowly upward. World markets vary. Our favorites — Brazil and India — are doing well, while some other countries stumble. Gold and silver remain positive. Use dips to add to positions. The U.S. dollar is maintaining its sideways pattern, which 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
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
New BRICS Institutions Highlight the Changing Global Financial Order Leaders of the BRICS nations — Brazil, Russia, India, China, and South Africa — have taken a decisive step to increase their clout in global finance and reduce their dependence on financial institutions dominated by Europe and the United States. For now, this Read more
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