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By Monty Guild and Tony Danaher, on December 20th, 2006
HAPPY HOLIDAYS, HAPPY NEW YEAR AND OUR GLOBAL THEMES FOR 2007
One can find humor anywhere.
I would like to quote from a piece of research by an analyst from one of the world’s largest financial institutions that I read the other day, “China’s industrial output only recovered marginally from last month’s slump. Real value added of industry rose 14.9% in November from 14.7% in October….Industrial growth may rebound early next year.”
Excuse me? What universe does the writer come from?
Economies only very, very rarely grow at 10%. Industrial output growth at 14.9% is astoundingly high for any . . .
Continue Reading: HAPPY HOLIDAYS, HAPPY NEW YEAR AND OUR GLOBAL THEMES FOR 2007
By Monty Guild and Tony Danaher, on December 6th, 2006
THE PICTURE FOR U.S. SPENDING RESTRAINT IS NOT BRIGHT, AND THE GLOBAL CURRENCY MARKETS FINALLY UNDERSTAND THE CONSEQUENCES
The global currency monitors look around and see Lebanon, Palestine, Iraq and Iran. They hear arguments for a Shiite state in eastern Iraq, where most of the oil fields are and they realize that Iran has won the first battle in the war for energy assets in the Iraq region. We predict that many more battles for energy assets in this region may develop soon.
Seeing these developments they say to themselves the following: The U.S. will be spending money to . . .
Continue Reading: VIEW FROM THE SOAPBOX
By Monty Guild and Tony Danaher, on November 30th, 2006
The holiday season is upon us, so allow Tony and me to wish all of you and your families a very happy holiday season and warm wishes for health, success and every joy in years to come.
INTRODUCING A NEW THEME FOR 2007 – TRENDS LAST SEEN IN THE 1500’S ARE BEING RE-ESTABLISHED
I imagine some are saying, “Monty! This is an even wackier theme that those that you usually come up with. What do you mean by this absurd statement?”
A new industrial revolution is taking place outside of the developed economies. Presently, the top developed economies the . . .
Continue Reading: THE NEW INDUSTRIAL REVOLUTION
By Monty Guild and Tony Danaher, on November 13th, 2006
I am happy to be able to write you just before what I see as a propitious time for action. In our opinion, things are about ready to change a lot for global markets, and this process is just getting underway.
ENERGY – THE SUPPLY OF ENERGY FROM IRAN AND OTHER SUPPLIERS MAY DECLINE AS POLITICAL RISKS INCREASE AND MORE ENERGY IS BEING CONSUMED AT HOME
Recent developments in the Mid-East lead us to see the potential for a crisis in that part of the world brought on by al-Queda attacks in Saudi Arabia, Kuwait, UAE and other non- . . .
Continue Reading: TIME FOR ACTION?
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