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March 24, 2004

By Monty Guild and Tony Danaher, on March 24th, 2004

THE ROAD LESS TRAVELED

Perhaps some of you might be saying “Hey what is Monty doing writing us again. Didn’t he just email us a couple of days ago? Give us a break! We can only take so much of your drivel Monty.”

Those readers who disagree with my opinions probably are thinking this as they receive this communication. I certainly hope so. Taking the less popular road and bucking conventional wisdom has been the way we have managed portfolios and put up investment performance numbers that we are proud of for the last 32 years. Now, we are . . .
Continue Reading: March 24, 2004

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March 22, 2004

By Monty Guild and Tony Danaher, on March 22nd, 2004

This letter discusses among other things, U.S. interest rates, currencies and metals and how they are closely interrelated. It starts however, discussing derivatives and offering some advice for your investment portfolio.

On March 10, 2004, a front-page article in the Financial Times of London pointed out that over the last four years Fannie Mae had $25 billion in losses on derivative transactions. Fannie Mae responded saying this was not correct and guided the public to wait until they filed their annual 10K report about ten days later. When the 10K became public, it showed that as of December 31, . . .
Continue Reading: March 22, 2004

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