Guild’s Basic Needs Index
November 14, 2013
Why the U.S. Economy Will Strengthen We’ve been arguing that the U.S. economy will strengthen, and in the past week we got more indicators suggesting why this will happen. We’ve Been Bullish On U.S. Stocks As readers know, it is our view that we are at the stage of the economic
November 7, 2013
As the Trauma of 2008 Fades in the Rearview Mirror, How Much Longer Before Businesses Act in a More Growth-oriented Manner? U.S. business is growing slowly, and Business Confidence is returning. 1. The U.S. economy is poised to grow at a more rapid rate. The U.S. is not alone. In spite
October 31,2013
Bank Reform: Europe’s Slow and Steady Progress Continues When Spain’s real estate bubble burst in 2008, the country went into a recession. The country was returning to growth in 2010, just in time to be taken down by the continent’s emerging banking and sovereign debt crisis. Since then, concerns about the stability
October 24, 2013
Government Dysfunction Was Not Effective in Putting Much Fear in the Markets. Here’s Why. The investing world has gotten tired; it is especially tired of crisis. It is tired of financial TV’s network anchors babbling on about how bad the debt limit fight would be, about the looming disaster when the U.S. can’t
October 17, 2013
Global Economics Provides Reasons to Be Bullish, But Politics Poses Downside Risk As we write this, Capitol Hill’s partisan bickering and rancor have reached the conclusion we anticipated. We don’t believe that the conflict which monopolized headlines for the past two weeks is of lasting import. From our perspective, the fundamentals are
October 10, 2013
More Reasons to Be Bullish on Japan We believe recent events and emerging trends continue to justify a bullish position on Japanese equity markets. Since the Japanese economy has been trapped in deflation for more than two decades, the psychology of Japanese market participants — from individuals to corporate managers
October 3, 2013
German Elections Endorse Merkel’s Slow, Steady Approach to Eurozone Recovery (And So Do the Markets) Germans went to the polls on September 22 to elect parliamentary representatives. They handed a resounding victory to “Mutti Merkel” as the chancellor Angela Merkel is affectionately known — Germany’s “mom.” Her center-right party, the Christian Democratic
