Guild’s Basic Needs Index
Could the Bull Last Another Two or Three Years?
A volatile year to date seems to be resolving itself into a cautiously positive market backdrop, presenting the possibility of a better-than-usual summer for stocks. The underlying causes of volatility are still present — primarily the tug-of-war we have described several times, between rising interest rates (which are challenging for
Guild Investment Podcast June 8th 2018
Our senior research analyst Rudi von Abele and executive vice president Tim Shirata summarizes the global markets and the recent U.S. market correction. They discuss highlights on the sectors and industries that will benefit in this environment.
Summer Outlook for U.S. and Global Markets
Let’s start with a review of U.S. and global economic, trade, finance, and banking outlooks. • The U.S.: Bullish economics, very strong. Trade negotiations not a lasting problem. • Europe: Neutral. Avoid. • Asia: Growth companies are attractive. The U.S. dollar is strong; this is neutral for Asian commodity exporters. If and when the
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
MoneyShow • Global Markets in 2018: Equities, Bonds, Cryptocurrencies, and Gold
2018 presents a complex and challenging picture for investors. Bonds may have topped and reversed after a 30-year bull run. Equities around the world are hitting their stride after the prolonged low-growth period that followed the Great Recession. Cryptocurrencies have arisen as a potential new asset class, and may be
Monty Guild Podcast May 25 2018
Our founder and chief investment officer Monty Guild summarizes the global markets and the recent U.S. market correction. He highlights the sectors and industries that will benefit in this environment.
Let’s Make A Deal, China Edition
Let’s Make A Deal, China Edition Since the correction that began in late February, the U.S. stock market has been laboring under many fears. These fears fall into two basic categories — the rational and the irrational. A fear can be rational or irrational on its face; no one would
LIBOR is Dead — Long Live LIBOR!
LIBOR is Dead — Long Live LIBOR! A week ago, we read an interesting piece in Bloomberg: “LIBOR Refuses To Die, Setting Up $370 Trillion Benchmark Battle.” Readers may be familiar with the LIBOR — the “London Interbank Offered Rate.” If you bear with the discussion that follows, we’ll explain why this
Why Not to Worry About China
Why Not to Worry About China Back in November, we wrote: “The skeptics and haters of the current bull market have spent the last eight years finding reasons and justifications for their skepticism. One of the favorite reasons for pessimism has been China. “Sometimes China has been a geopolitical boogeyman,
Guild Investment Podcast May 4th 2018
Our Founder/Chief Investment Officer Monty Guild summarizes the global markets and the recent U.S. market correction. They discuss highlights on the sectors and industries that will benefit in this environment.
Gold’s Slow-Motion Bull Market
Our analysis of global markets often comes from a contrarian point of view. Since the 1970s, we have been well-known among investors in precious metals for this reason. We are agnostic about precious metals, viewing them a potentially important tool in an investor’s kit for surviving and prospering under a
Guild Investment Podcast April 27th 2018
Our senior research analyst Rudi von Abele and executive vice president Tim Shirata summarizes the global markets and the recent U.S. market correction. They discuss highlights on the sectors and industries that will benefit in this environment.
Recession Outlook Update
Executive Summary Recession outlook: an update. The U.S. market remains locked in a tug-of-war between rising interest rates and rising earnings. The market is about unchanged this year after a great deal of fluctuation. After several recent prominent earnings reports from major companies which had positive comments about continued growth,
