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Introducing Guild’s Periodic Digital Asset and Blockchain Update

Executive Summary   For 46 years, Guild Investment Management has had one goal: to help investors succeed.  We have historically focused on investing in stock, bond, currency, and gold markets in the U.S. and worldwide.  In recent months, clients and readers have asked us to consider launching an investment partnership for

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Guild Investment Podcast June 22nd 2018

Our senior research analyst Rudi von Abele 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.

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Global Divergence?  The U.S. Steams Ahead

After further trade-war saber-rattling, U.S. markets have again regained a semblance of calm.  Further unexpected developments and accompanying volatility undoubtedly lie ahead, but thus far, markets have greeted the potential of escalating trade conflicts without panic. The financial, economic, and sentiment backdrop in the United States remains strong.  Investor and

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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

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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.

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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

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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

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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.

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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

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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

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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,

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