Viewing articles by Monty Guild

Posted by & filed under Guild Investment.

Dear CIGAs, Recently we have been hearing from some of our old friends from the gold world.  Except for the occasional trading position, we have not been positive on gold for about four years.  Our attitude has recently changed.  A few weeks ago, and last week as well, we mentioned that gold was becoming more… Read more »

Posted by & filed under Guild Investment.

Dear CIGAs, As you know we are bullish on commodities and do not believe the deflation thesis. You might read "America’s Global Retreat" in Saturday or Sunday’s Wall Street Journal opinion piece by Niall Ferguson. This is a big reason why commodity prices will rise Respectfully yours, Monty Guild Guild Investment Management, Inc. www.guildinvestment.com Niall… Read more »

Posted by & filed under Guild Investment.

Hi Jim, Like you, we have been buying gold shares and we are also long wheat and corn. It looks like the Fed will underestimate inflation numbers and again be slow to raise rates (preponderance of Keynesians and neo-Keynsians on the committee). Many investors are fighting the last war and expecting deflation when they should… Read more »

Posted by & filed under Jim's Mailbox.

Jim, When does the community learn to listen, read and comprehend what you are saying?  They think the war is against gold. It’s a war designed to support confidence. Bernanke and world leaders know gold is the alarm mechanism so they attempt to punish it to provide the appearance that all is well.  If anyone… Read more »

Posted by & filed under Guild Investment.

Jim Sinclair’s Commentary Subscribing to Monty’s service has significant benefits. You must understand that those who I recommend to you as resources is because I believe in them and their ethics. There is no business relationship with those I recommend, directly or tangentially. Conference Call Announcement: Next Friday, October 12, 2012 at 10:00 AM PST… Read more »

Posted by & filed under Guild Investment.

Jim Sinclair’s Commentary A note regarding Monty’s subscription service. The information and analysis you get in our commentaries is not obvious.  It’s the knowledge and research of seasoned investors. Guild Investment Management will be hosting it’s 3rd conference call for Gold Subscribers (Global Investing In The Current Macro Environment) on October 12th, 2012 at 10:00AM… Read more »

Posted by & filed under Guild Investment.

Dear CIGAs, We are bullish on the Indian stock market, which in our view is underpriced and is a beneficiary of large foreign investment flows coming into the India investing firmament.  India is under-owned among professional investors, and has become cheap as the Indian rupee has had a major decline over the past twelve months. … Read more »

Posted by & filed under Guild Investment.

Dear CIGAs, To all the readers of JSMineset and Tanzanian Royalty Exploration websites: I am writing to give thanks to the most brilliant, seasoned and clear mind in international economics and finance, Jim Sinclair. Events of the past weeks in Europe, the US, and many other parts of the world have conclusively brought to fruition… Read more »