The midterms will fill the void between now and the start of earnings season, but they are not among the three things that at the moment, perhaps, are most influential in strengthening or hurting the attractiveness of stocks. We’d say those three things are the bond market, earnings, and oil Read more
On one point, the competing analysts of Wall Street agree: this is a banner year for corporate profits, with S&P 500 earnings on track to rise by roughly a third. On what comes next, they part ways. (Strategists tend to be moderate in their targets, so we wouldn’t expect anyone Read more
Nearly every economy on earth is growing, and American companies are earning far more than anyone expected in January. Analysts now see S&P 500 earnings per share rising 29% this year over last, up from about 13% when the year began. Stocks have not kept pace; the S&P 500 sits Read more
Xi Jinping arrives in Washington later this month; when the two presidents met in Beijing in May, Xi reached rhetorically for the “Thucydides Trap” — national security scholar Graham Allison’s framing of a rising power and an established one stumbling toward an unnecessary and accidental conflict. He may reach for Read more
We believe great financial advice starts with truly understanding your goals, needs, and circumstances. Schedule a meeting with our Client Relations Director to discover if Guild Investment Management has a solution that will work for you. This week we offer some thoughts inspired by our colleague, the redoubtable Larry Jeddeloh Read more
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