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November 24, 2003

By Monty Guild and Tony Danaher, on November 24th, 2003

Remember our last letter? We stated that we thought that commodities would rise in value and that inflation would return in the long run. Well that is the lead-in to this letter in which we cover some points omitted in our recent missive.

SHORT TERM INTEREST RATES ARE MORE IMPORTANT THAN PEOPLE REALIZE

In our opinion short-term interest rates are very important in determining the value of stocks and precious metals. Why would I say something like that? This is an issue that I discuss every few years in these notes and now may be a good time to . . .
Continue Reading: November 24, 2003

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November 16, 2003

By Monty Guild and Tony Danaher, on November 16th, 2003

GLOBAL EVENTS INDICATE THAT COMMODITIES COULD BE RISING FOR YEARS TO COME

As you know we have been commenting recently about gold, energy and currencies in the context of new bull markets. China and India and their growth have been also been frequent topics of ours. Obviously, the rise to greater affluence of the 1.3 billion people of China and the 1 billion people of India over the next 40 years will lead to a large and continuing bull market for many commodities.

From a simplistic standpoint, the growing middle and upper classes in these and neighboring . . .
Continue Reading: November 16, 2003

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