Guild’s Basic Needs Index
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,
Emerging Markets and Trade War Fears
If an impending trade war is about to create havoc for emerging markets, someone forgot to tell investors. Emerging-market equity inflows have continued apace since the specter of a trade war emerged at the beginning of March. (Dollar-denominated emerging-market debt moved to modest outflows, moving similarly to U.S. investment-grade corporate
The Global Reform Wave Rolls On
The Global Reform Wave Rolls On: Former Leaders Jailed in Brazil and South Korea Almost two years ago, we wrote about the rise of populist and anti-corruption movements around the world, and told you that we believed these movements would expand, intensify, and disrupt global politics and economics, possibly for decades.
Guild Investment Podcast April Friday the 13th 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.
The Global Reform Wave Rolls On: Former Leaders Jailed in Brazil and South Korea
The Global Reform Wave Rolls On: Former Leaders Jailed in Brazil and South Korea Almost two years ago, we wrote about the rise of populist and anti-corruption movements around the world, and told you that we believed these movements would expand, intensify, and disrupt global politics and economics, possibly for decades.
The Robot Apocalypse Isn’t Coming
An idea that was once a twinkle in the eye of radicals is gaining ground among the Silicon Valley intelligentsia, including Elon Musk and Mark Zuckerberg. The concept is that the disruption caused by automation and artificial intelligence is going to be so severe that half the workforce, or maybe
Monty Guild Podcast March 29 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.
Kicking the Bull Market’s Tires
Kicking the Bull Market’s Tires Since the beginning of the year, we have been letting readers know that we expected greater volatility in 2018. Such calm predictions are easy to make before the volatility has arrived. Once it has arrived, of course, it feels much more alarming than it did
With Big Tech Under Fire, Is Tech Still A Key Sector For Investors?
We Say Yes. Last week, several major news outlets reported that detailed data harvested from Facebook [NASDAQ: FB] had been pressed into service by political consultancy firms under questionable circumstances. The data were harvested by researchers who were abiding by FB’s then-current policies when they collected them. But observers and
With Big Tech Under Fire, Is Tech Still A Key Sector For Investors? We Say Yes.
Last week, several major news outlets reported that detailed data harvested from Facebook [NASDAQ: FB] had been pressed into service by political consultancy firms under questionable circumstances. The data were harvested by researchers who were abiding by FB’s then-current policies when they collected them. But observers and some FB insiders,
