Guild’s Basic Needs Index
Our Founder Monty Guild summarizes the global markets and identifies global investment opportunities.
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Our Founder Monty Guild discusses global manufacturing and it’s outlook for 2018
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Trade Wars and Media Fears
Trade Wars and Media Fears It was a disappointing February. After a seemingly relentless and exuberant rally during January, the market stumbled in February and ultimately gave back most of its gains year-to-date, although at this writing it is slightly in the green. However, our big-picture analysis continues to suggest
The Crypto Capital on the Shores of Lake Zug
In January, 2009, bitcoin’s founder, known only by the pseudonym “Satoshi Nakamoto,” launched the cryptocurrency era by mining the first bitcoin block. Since then it has been a wild ride for bitcoin users, enthusiasts, speculators, and traders, with digital assets ranking as among the most volatile financial assets in history.
REGISTER NOW: Opportunities In the Late-Cycle Bull
We said in our last conference call that the bull market was not dead. As 2018 gets underway, the U.S. stock market continues to rally — but what lies ahead in the coming year? Can investors expect further bullish performance from stocks? Some observers believe the market has already anticipated
The new secret weapon against superbugs: dirt.
New Antibiotics Revealed In Humble Soil This week we’re taking a break from commenting extensively on the market’s gyrations, and looking a little more long-term at some new developments in biotechnology. What Really Boosts the Longevity of Human Populations? Some cutting edge biosciences, such as novel cancer therapies, get a
2018 Opportunities In the Late-Cycle Bull Conference Call
In Guild’s most recent conference call, we discuss prospects for the ongoing bull market, and assess recession risk with the help of several key indicators. We examine potential volatility caused by rising inflation and interest rates, and describe the countries, sectors, and industries we find attractive at this stage of
Will Ramping Inflation Cause More Problems For Markets?
Will Ramping Inflation Cause More Problems For Markets? The correction that began on January 30, and which may not yet be over, was triggered by several events. The fundamental events were first, the release of new data showing rising wages; and second, increasing acceleration in the rise of long-term interest
Monty Guild Podcast
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.
What is the secret sauce for banks, U.S. corporates, and pension funds?
Leveraged Loans Are a Secret Sauce For Banks, U.S. Corporates, and Pension Funds Modern bull markets are fundamentally credit-driven. They are also credit-ended, when the spread between long-term and short-term rates goes negative and chokes off the supply of credit. This is why watching that spread — the “yield curve”
Riding the Vietnamese Tiger
We’ve been expressing our positive view about Vietnam as a favored investment destination in emerging markets since last June. Since then, the Ho Chi Minh Index has appreciated more than 50% in U.S. dollar terms. Source: Bloomberg Stock market rallies require a combination of economic and financial fundamentals followed by
Get Ready For Self-Driving Everything
Toyota’s Self-Driving Boxes and the Future of Retail We commented last week on Toyota’s [NYSE: TM] presentation at the Consumer Electronics Show (CES) — an expo that has become so auto-centric in recent years that a running joke dubs it the Car Electronics Show. TM calls its new concept the
