Guild’s Basic Needs Index
Market Summary for week of July 30th, 2018
The U.S. Economy and Stock and Bond Markets As trade tensions have escalated during 2018, we have told our readers that we would inform them if we believed the likelihood of a real trade war was becoming greater. Although a full-blown trade war has not yet broken out, we now
Growth Versus Value: Time For a Rotation?
For the first several years of the post-recession period, U.S. growth and value stocks tracked one another pretty closely. They began to diverge in 2014, and in 2017, that divergence accelerated rapidly. Source: Bloomberg Finance LLP Does the recent faltering of tech tell us that a change may be coming
Earnings Are Strong, And It’s Not Just Tax Cuts
Quarterly earnings are in full swing, affording investors one of their periodic views into the financial performance of a wide spectrum of companies, and the chance to hear some valuable anecdotal comments from company management about the state of their businesses, their industries, and the wider economy. Here at Guild,
Guild Investment Management Podcast July 30th 2018
Our President, Anthony Danaher summarizes last week’s global markets and discusses equities, blockchain, the Cato Institute, and much more. To learn more about Guild Investment a registered investment advisor. Please go to www.guildinvestment.com and sign up for our weekly commentary where we discuss topics like this and many others.
“Patent Palooza”: The Financial Industry Gets Serious About Blockchain and Crypto Patents
Clients and readers have asked us to consider launching an investment partnership for accredited investors, devoted to cryptocurrency, blockchain, and digital asset investments. There are few investment advisors willing to assist their clients in this area, and we are evaluating this request. If you are an accredited investor and you
Everything Getting Worse? Actually, Lots of Things Are Getting Better
We’re no strangers to contrarian analysis. When the overwhelming weight of sentiment goes in one direction, we ask ourselves what potential pitfalls the consensus might be missing. Often that puts us in the position of identifying weaknesses and potential problems that others have glossed over — sometimes because of a
What Growth Drivers Should Investors Love?
https://www.youtube.com/watch?v=uVfApCBqQ3Q&feature=youtu.be Our senior research analyst, Rudi von Abele discusses some growth drivers of economic growth and company and sector growth. Don’t miss an update and stay on top of the market and the economy and subscribe to our youtube channel. Visit www.guildinvestment.com and subscribe to our weekly email commentary where we discuss
What Growth Drivers Should Investors Love? Guild Investment Management Podcast July 20th 2018
Our senior research analyst, Rudi von Abele discusses some growth drivers of economic growth and company and sector growth. Don’t miss an update and stay on top of the market and the economy and subscribe to our podcast. Visit www.guildinvestment.com and subscribe to our weekly email commentary where we discuss global economics,
Capex and R&D: Long-Term Growth Drivers Investors Should Love
The investor enthusiasm that began 2018 was based on the sense of a late-cycle acceleration. The global expansion was hitting its stride, and this would bode well for capital expenditures and therefore, many thought, for U.S. industrials. Last week we discussed some of the reasons why the script has not
Guild’s Global Market Summary
https://www.youtube.com/watch?v=9u-91YjaU3A Guild’s Global Market Summary Our founder and chief investment officer Monty Guild summarizes the global markets and provides
There is a better way to measure economic growth
https://www.youtube.com/watch?v=yJhLzIVIkuA There is a better way to measure economic growth Our founder and chief investment officer Monty Guild discusses a better way to measure economic growth in the U.S. To learn more about our portfolio management and our services, please go to www.guildinvestment.com.
What are some of the risks in the stock market today?
https://www.youtube.com/watch?v=x6k-yVoIMYk What are some of the risks in the stock market today? Our founder and chief investment officer Monty Guild discusses some of the global stock market risks in the short term and longer term. To learn more about our portfolio management and our services, please go to www.guildinvestment.com.
Guild Investment Podcast July 14th 2018
Our founder and chief investment officer Monty Guild summarizes the global markets and provides what sectors and industries to avoid and which we favor. To learn more about our portfolio management and our services, please go towww.guildinvestment.com.
Surveying the Risk Landscape: Our Philosophy
Surveying the Risk Landscape: Our Philosophy At the end of every letter we write, we sign off by saying “We welcome your calls and questions.” Market turmoil and political events in 2018 have led to a number of questions from our readers and investment management clients. As we answer these
Risks Dampen Investors’ Enthusiasm
European and U.S. Banks: Risks Dampen Investors’ Enthusiasm As the most cyclical of cyclicals, banks were supposed to benefit from the corner turned in early 2018. Typically, in the mature phase of an economic cycle, as inflation and interest rates are rising, growth is kicking into higher gear, and economic
MoneyShow • Cryptocurrencies: Big Profits, Big Risks, Big Impact
2017 was the year Bitcoin went mainstream. We’ll discuss digital currencies and blockchain technologies — how they work, what they’re for, and what the arrival of this new asset class means for investors. We’ll look at digital currencies whose characteristics may have an impact on the price of gold, and
