What the Fed Means For Your Portfolio World markets are facing a major change, as interest rates have begun a multi-year uptrend. U.S. and foreign economic data continues to improve. On many fronts, including employment, capital spending, salary increases, backlogs of orders, housing demand, retail sales of home-related items, and Read more
The Markets In 2017: Inflation, Stocks, Bonds, and Gold Despite headlines declaring that the post-election rally is running out of steam as we head towards Inauguration Day, we continue to be optimistic about the prospects for the U.S. stock market for over the next several months. Later in the Read more
How China Could Boost Commodities In mid-2014, China’s foreign exchange reserves peaked at nearly $4 trillion. Since then they have been declining as China defends its targeted exchange rate against the U.S. dollar, and increasingly against a trade-weighted basket of its trading partners’ currencies. Reserves now stand at slightly more Read more
Market Summary Over the next few months, we believe, the U.S. economy will grow, and certain industries are poised for more rapid growth in the immediate future. We see no U.S. economic recession on the near horizon, and without a recession, it is hard to see the U.S. market having Read more
Market Summary Pundits Are Wrong Again: Europe Continues to Grow post-Brexit Prior to the Brexit vote, many pundits were pushing the narrative that Brexit fears would create a big decline in business’ expansion plans. They believed that the fear of future economic decline would make businesses want to retrench. It 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 We remain bullish on gold and silver. We remain bullish on Brazil bonds and Indian stocks for the long term. We are aware that the Brazilian government is unhappy that their currency has risen so much, and they are trying to intervene to slow down the real’s appreciation. Read more
Market Summary The Brexit vote and the rise of anti-E.U. parties in Europe show that big changes are underway. Europe The coming changes will be more pronounced in Europe than in the U.K., although the U.K. will also suffer volatility and aftershocks as negotiations to start the withdrawal get underway. 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 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/
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