Guild’s Basic Needs Index
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
Monty Guild Podcast
Monty Guild the founder of Guild Investment Management does host his first economic and investing podcast. In the podcast, he discusses opportunities in 2018 and what he thinks will benefit from this investment environment globally.
Robots, Robots Everywhere
Robots, Robots Everywhere Robots in Food Service With the Consumer Electronics Show (CES) just past, it might be a good time to mention two developments in robotics that we’ve recently noted. Sage analyst Larry Jeddeloh at The Institutional Strategist noted that this year’s CES was the occasion for Pizza Hut
Monty Guild Podcast
Monty Guild the founder of Guild Investment Management does host his first economic and investing podcast. In the podcast, he discusses opportunities in 2018 and what he thinks will benefit from this investment environment globally.
Global Manufacturing Data Looks Promising
Our founder Monty Guild discusses global manufacturing data and highlights the countries and companies that look promising.
This Week’s Market Summary
U.S. Economics Economic data continue to impress, with wages finally moving higher by about 3% year over year, and S&P 500 profits expected to rise by 15–16%. More positive news is that the U.S. has become a net natural gas exporter, and with the creation of several new gasification and
Manufacturing PMIs Increase — Is Inflation Coming?
Manufacturing PMIs Increase — Is Inflation Coming? The current uptick in global GDP growth means that manufacturers in many countries are experiencing higher demand. As purchasing manager index (PMI) reports come in from around the world, they are showing supply constraints beginning to emerge. Manufacturing PMIs are surveys which ask
What the Tax Bill Means For Taxpayers, For Businesses, and For Investors
The tax bill has passed and has been signed into law, the dust is settling. Accountants and tax lawyers report that it will be moderately beneficial for most individual income tax payers. Ambitious reformers had hoped the tax code would be so simplified that most filers could use a post-card,
The U.S. Economy – The Tax Bill good for U.S. Economy and Good for U.S. Stock Market
Market Summary The U.S. Economy – The Tax Bill good for U.S. Economy and Good for U.S. Stock Market Readers know that we are bullish on the U.S. economic outlook. The passage of the tax bill will create further impetus for economic growth in the U.S. We will not be
The U.S. Economy
The U.S. Economy: Good Performance On Many Fronts U.S. employment data from the Labor department corroborates the evidence that non-farm payrolls rose for the 86th straight month in November, with 228,000 new jobs created. Because of the steady hiring, the unemployment rate has been at 4.1% for two months, holding
What is the most important aspect of the tax bill for investors?
For Investors, Corporate Taxes Are the Most Important Part of the Tax Bill The administration is close to notching its first major policy success with the passage of a sprawling tax cut. We will wait until the legislation is finalized before commenting on its consequences in detail. However, for many
A Tale of Two Chinas
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, with journalists fretting about China’s rise on the world stage and
U.S. Markets, Japan, and Europe
Market Summary U.S. Markets, Japan, and Europe U.S. markets continue ahead, logging one of their longest-ever periods without a 5% correction. We do not know what the catalyst for such a correction will be, and neither does anyone else, but there are plenty of potential culprits that everyone continues to
What Will Push Stocks Higher?
Productivity Growth Will Push Stocks Higher After a long slump, productivity growth is accelerating again — and the reasons for the acceleration further reinforce our view that we are in a late, bullish phase of the economic and market cycle, with more upside to come for stocks. As we have
Big Tech’s Regulatory Reckoning Coming Soon?
Big Tech’s Regulatory Reckoning Coming Soon? Probably Not 2017 has been a year for the big, dominant U.S. technology companies: the advertising duopoly of Alphabet [NASDAQ: GOOG] and Facebook [NASDAQ: FB]; the e-commerce juggernaut of Amazon [NASDAQ: AMZN]; and the most valuable consumer products brand on the planet, Apple [NASDAQ:
