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February 16, 2011, at 4:04 pm
by Monty Guild in the category Guild Investment |  Print This Post |  Email This PostDear CIGAs, Boom Times Continue in Asia (Monty Guild is currently travelling in Asia and meeting with economists and analysts. Here’s a little of what he’s seeing and hearing so far). In Hong Kong right now, commerce is booming. The overwhelming atmosphere here is of pride, opulence, and the desire of people and businesses Continue reading Market Commentary From Monty Guild February 9, 2011, at 3:38 pm
by Monty Guild in the category Guild Investment | Print This Post | Email This PostInflation is taxation without legislation -Milton Friedman Inflation: Say Goodbye to Buying Power Economy watchers see its growing presence in official government statistics. Yet you won’t hear government officials admitting it. It’s too politically unpleasant — and threatening — to do so. Official spin and fantasy aside, the reality is that inflation is here Continue reading Market Commentary From Guild Investment January 7, 2011, at 6:41 pm
by Monty Guild in the category Guild Investment | Print This Post | Email This PostThe Key Asset Classes For 2011 Will Be: Oil, Gold, And Stocks Economic growth will be fine. The debt overhang will be handled by continuing and accelerated Quantitative Easing. Looking ahead, we are quite optimistic about demand for stocks, gold, and commodities in 2011 Investors are moving from bonds to stocks, and the Continue reading Market Commentary From Monty Guild December 9, 2010, at 3:25 pm
by Monty Guild in the category Guild Investment | Print This Post | Email This PostU.S. Tax Cuts Extended – This Is Bullish For Stocks, And It Means More QE From The U.S. And Europe After the news broke of an agreement between U.S. lawmakers to extend the Bush tax breaks, some people concluded that the fiscal stimulus could reduce the pressure on the Fed from needing to Continue reading Market Commentary From Monty Guild December 1, 2010, at 12:34 pm
by Monty Guild in the category Guild Investment | Print This Post | Email This PostDear CIGAs, European Crisis In The Headlines; Irish Example Proves That The European Sovereign Debt Situation Will Be Solved By Money Printing Ireland gets a bailout, and at least part of it will be provided by money printing, aka quantitative easing (QE). This bailout is not nearly enough to solve the problem that Europe Continue reading Market Commentary From Monty Guild November 23, 2010, at 5:05 pm
by Monty Guild in the category Guild Investment | Print This Post | Email This PostDear CIGAs, Just a few points before this holiday week. QE in Europe— the European sovereign debt situation It is not surprising that Europe’s short embrace of austerity has been unsuccessful. There is never a choice for austerity until all other alternatives have been exhausted. History is replete with examples. Why don’t Continue reading Market Commentary From Monty Guild November 17, 2010, at 2:23 pm
by Monty Guild in the category Guild Investment | Print This Post | Email This PostDear CIGAs, Europe Will Be the Next Region to Create Liquidity for the World The coming European bailout of Ireland and Portugal will have to include some method of quantitative easing (QE), or the printing of new money. The European Central bank will claim they are not using QE, but using newly created money Continue reading Market Commentary From Monty Guild November 10, 2010, at 3:55 pm
by Monty Guild in the category Guild Investment | Print This Post | Email This PostDear CIGAs, Global Markets Up, Up, And Away The world markets moved like Superman last week. They lifted off and moved higher in a decisive manner. In the ongoing contest between bulls and bears, the bulls have had the upper hand in many markets. Wall Street also moved firmly into the bullish camp with Continue reading Market Commentary From Monty Guild |