Guild’s Basic Needs Index
August 26, 2016
Market Summary Pundits Are Wrong Again: Europe Continues to Grow post-Brexit Prior to the Brexit vote, many pundits were pushing the narrative that Brexit fears would create a big decline in business’ expansion plans. They believed that the fear of future economic decline would make businesses want to retrench. It
August 18, 2016
Trump, Clinton Plans Diverge For Retirees As the U.S. presidential election nears, we are doing a series of reports on the differences and agreements of the major parties on various economic and financial topics. Last week, we noted one area where the major-party candidates are in agreement: trade. In
August 12, 2016
Market Summary The U.S. stock market is moving sideways and slowly upward. World markets vary. Our favorites — Brazil and India — are doing well, while some other countries stumble. Gold and silver remain positive. Use dips to add to positions. The U.S. dollar is maintaining its sideways pattern, which
August 5, 2016
Market Summary We remain bullish on gold and silver. We remain bullish on Brazil bonds and Indian stocks for the long term. We are aware that the Brazilian government is unhappy that their currency has risen so much, and they are trying to intervene to slow down the real’s appreciation.
July 29, 2016
Market Summary We are bullish on the U.S. market for the next few weeks, and suggest buying on dips in August. Although the market is not cheap, the U.S. is a haven for money leaving Europe because of Brexit and other European problems. We also remain bullish on Brazil and
July 21, 2016
With Good Earnings Growth, U.S. Stocks Will Be In Demand Earnings season is getting underway, and is already producing positive results. Good earnings will ensure that the psychology surrounding the U.S. market remains positive. With earnings providing a positive backdrop, there is plenty of scope for other factors to continue
July 14, 2016
Reaching the Top of the Wall of Worry Source: Bloomberg As we head into the June earnings season, the S&P 500 has finally rallied above the all-time high set in May of last year. In our letter on June 23, we examined whether U.S. stocks are expensive. We concluded
July 07, 2016
Market Summary The Brexit vote and the rise of anti-E.U. parties in Europe show that big changes are underway. Europe The coming changes will be more pronounced in Europe than in the U.K., although the U.K. will also suffer volatility and aftershocks as negotiations to start the withdrawal get underway.
June 30, 2016
Brexit — What Does It Mean? The British electorate has chosen to leave the European Union. This will not be instantaneous, but will take a few years to be completed. Some people view this as a political issue: Britain is tired of strange bureaucratic regulations from Brussels. Others see it
