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Year Ahead Outlook

Election

2026 Will Be Interesting — Be Optimistic, Opportunistic, and Nimble

By Rudolph von Abele, 2 months ago
Bitcoin

2026 Year-Ahead: The Liquidity Landscape — What Happens When “Stealth” Support Ends

By Rudolph von Abele, 2 months ago
Commodities

2026 Commodities Outlook: When the “Supercycle” Fractures Into Many Cycles

By Rudolph von Abele, 2 months ago
U.S.

2026 U.S. Outlook: A Constructive Growth Regime, Broadening Earnings, and a Wider Opportunity Set for Investors

By Rudolph von Abele, 3 months ago
Gold

Year Ahead 2026, Part Two: South Korea, India, and Gold In a Slowing-Liquidity World

By Rudolph von Abele, 3 monthsDecember 11, 2025 ago
Year Ahead Outlook

Transition Year: Navigating Markets As The Bull Run Ages

By Rudolph von Abele, 1 yearJanuary 2, 2025 ago
Year Ahead Outlook

A Look At 2025 From Monty Guild

By Rudolph von Abele, 1 yearDecember 26, 2024 ago
Markets This Week

2025: Markets Never Move In a Straight Line

By Rudolph von Abele, 1 yearDecember 5, 2024 ago
Year Ahead Outlook

2024 Year Ahead:  A Global Summary (And Monty’s Personal Notes)

The discussion surrounding the economic outlook for 2024 is multifaceted, with various factors influencing the global and United States economies.  We are maintaining a bullish stance for 2024, despite potential slowdowns in global growth, particularly in China.  Alongside China, Russia and several global commodity producers might experience a deceleration from Read more

By Dylan Falk-Hutchings, 2 years ago
Year Ahead Outlook

Monty’s 2023 Economic Overview, Part 2: Japan, Commodities, and General Market Outlook

Japan The Bank of Japan has surprised global investors by widening the band of interest rates for its benchmark 10-year bond — something that hadn’t been expected until next year’s departure of its governor, Haruhiko Kuroda.  The adjustment itself was slight, but it has outsized significance, because it suggests that Read more

By Dylan Falk-Hutchings, 3 years ago

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Westlake Village, CA 91362

 1 310 826-8600

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