Guild’s Basic Needs Index

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

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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.

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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

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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

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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,

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February’s Goldilocks Jobs Numbers

Among many investors and analysts, there’s a growing sense that rising growth, inflation, and interest rates are bringing and end to the long “Goldilocks” phase of the bull market that began nine years ago this month.  That doesn’t mean that stocks have no more gains to deliver — far from

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Monty Guild Podcast March 9 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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