Dear CIGAs,
We are recommending taking profits in the U.S. Market after it’s recent rally.
Recommendation Tracker
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Dear CIGAs, We are recommending taking profits in the U.S. Market after it’s recent rally. Recommendation Tracker (Please click image to enlarge) Click here for More… Banking Reform: Hopefully Britannia Creates A Wave The British government has set in motion this week a future overhaul in the way that individual banks do business. British banks will be required to separate their basic lending and deposit operations from investment activities involving trading and speculation on behalf of clients and the banks Continue reading Market Commentary From Monty Guild Dear CIGAs, Developments in Europe have dominated the world’s economic headlines in recent days and have obscured some good news from China. In this week’s newsletter, we will cover the background of these important events and their meaning to global investors. Making Sense Of The European Chaos We have long believed that the European Continue reading Market Commentary From Monty Guild Central Bankers Hold A Conference Call…Very bullish We imagine that a significant phone call occurred on 11/29/11 between the central bankers from the U.S., Switzerland, U.K., Japan, Canada, and Europe. The first five are going to provide needed liquidity to help the sixth, and send a message to the world. The short-term financing market Continue reading Market Commentary From Monty Guild Breakup Of The Euro…Greece Will Be The First To Leave…Germany Leaks A Bombshell Proposal In our opinion, global stock markets are beginning to price in a breakup of the Euro-Zone currency. The Euro currency is bound to lose some of its 17 direct members and 5 small users who use the Euro but are Continue reading Market Commentary From Monty Guild We Are Removing Our Buy Recommendation On Emerging And U.S. Markets German Chancellor Merkel has a new plan to reduce sovereignty for certain European nations. This will be a long involved political process and the fight over its implementation will be bad for Emerging Markets and for U.S. Markets. IShares MSCI Emerging Market Index Continue reading Market Commentary From Monty Guild It Ain’t Over Till It’s Over…And That’s Not Happening Soon Don’t expect the current crisis of budgetary deficits and spending restraints to stop any time soon. Instead, think in these realistic terms: the era of fiscal restraint and spending limits has come, and will be with us for at least ten to twenty more Continue reading Market Commentary From Monty Guild The Political Season Heats Up U.S. presidential elections are a year away, while France and many other countries will be staging elections within the next twelve months. We can expect continued volatility as politicians around the globe say things to benefit their re-election chances which can have a negative impact on stock prices globally Continue reading Market Commentary From Monty Guild |
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