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May 28, 2004

By Monty Guild and Tony Danaher, on May 28th, 2004

Hello. I hope all is well and this finds you enjoying the improved weather. In Los Angeles, the May weather has been good, but the worldwide market weather has been bad. Fear has arisen to send emerging markets much lower and much of Asia, including Japan, joined them in declining.

Simultaneously, base metals, precious metals, U.S. and global cyclical and technology stocks were all declining until a small rally has developed in the last few days. For the past few weeks, we have been going through the carnage to see if any values have developed.

CYCLICAL STOCKS

Cyclical stocks, . . .
Continue Reading: May 28, 2004

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May 4, 2004

By Monty Guild and Tony Danaher, on May 4th, 2004

This short note is a summary of some of our long-term opinions. This is not necessarily an indicator of actions we plan to take immediately.

LONG-TERM OPINIONS

The U.S. will remain very active in the Middle East. Stabilizing Afghanistan, Iraq and possibly other countries is viewed as necessary in order to ensure an energy supply to the U.S. and its allies until alternative energy sources are developed.

This means that we should prepare for more wars and more bloodshed in the Middle East for the next several years. Oil may go to $55 per barrel.

Gold could go much . . .
Continue Reading: May 4, 2004

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