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October 24, 2011, at 4:21 pm
by Monty Guild in the category Guild Investment |  Print This Post |  Email This PostSome New Recommendations Over the past few weeks, we have been purchasing U.S., emerging market, energy, and agriculture related shares, and would like to recommend to our readers; Oil, Wheat, the Canadian Dollar and Singapore Dollar, emerging market equities, and U.S. equities. We view these areas as an attractive trade between now and year Continue reading Market Commentary From Monty Guild September 29, 2011, at 3:12 pm
by Monty Guild in the category Guild Investment | Print This Post | Email This PostThe Coming Euro Bail Financial volatility and political incoherence have been the order of the day on the continent. However, with the German vote today there are distinct signs that a political consensus has taken shape in Europe. Now the job is to create a TARP like facility to stabilize the banking system and Continue reading Market Commentary From Monty Guild September 22, 2011, at 12:11 pm
by Monty Guild in the category Guild Investment | Print This Post | Email This PostEurope’s Banking Swoon Gets Temporary Band-Aid Last week, five important central banks offered one-time funding lines to large commercial banks. Why? Access to capital from money markets was drying up and liquid first aid was needed. The commercial banks were having a hard time borrowing dollars needed to repay loans in U.S. currency made Continue reading Market Commentary From Monty Guild September 8, 2011, at 4:01 pm
by Monty Guild in the category Guild Investment | Print This Post | Email This PostUnder The Radar Screen: Big Developments Getting Little Attention Two developments of great significance — in China and Russia — have attracted little attention from the Western financial media that is totally obsessed with the calamitous fiscal crises at home. We think you should know about them. The Pan Asia Gold Exchange (PAGE) Continue reading Market Commentary From Monty Guild September 2, 2011, at 3:58 pm
by Monty Guild in the category Guild Investment | Print This Post | Email This PostDear CIGAs, “The Barro-Ricardian Equivalence Theorem handcuffs and deters short term fiscal policy stimulus the way the “liquidity trap” makes further monetary policy ineffectual and unlikely. This unfortunate situation means that the U.S. will be facing a prolonged period of slow growth. Any stimulus attempts would be self defeating. The theory Continue reading The Barro-Ricardian Equivalence Theorem September 1, 2011, at 5:22 pm
by Monty Guild in the category Guild Investment | Print This Post | Email This PostUncertainty — A Drag on the U.S. Economy One thing is becoming quite certain in the current U.S. economy: uncertainty. In conversation after conversation with CEOs, we are hearing a similar litany of frustration. They want to expand business, hire more employees, and procure more equipment. All such undertakings would obviously help the Continue reading Market Commentary From Monty Guild August 25, 2011, at 2:51 pm
by Monty Guild in the category Guild Investment | Print This Post | Email This PostQE Watch As we watch the meltdown in Europe, events appear to be developing very much as we anticipated. Gold is up. European stocks and banks are down, and so, too, are world stocks. The fear of a global recession is growing, a fear we expect to persist until the next massive money printing Continue reading Market Commentary From Monty Guild August 19, 2011, at 5:33 pm
by Monty Guild in the category Guild Investment | Print This Post | Email This PostInvestor Risk Perceptions Shifting A major shift in perception is spreading throughout the global investing community — from institutions to individuals. Increasingly, investors are carefully weighing which countries’ bonds, stocks, and currencies are more risky or less risky? The shift has gathered momentum since the end of June when the Fed stopped buying U.S. Continue reading Market Commentary From Monty Guild |
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