January « 2006 « How to Invest Globally

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WHY THERE WILL BE MORE BUBBLES LIKE THE REAL ESTATE AND INTERNET BUBBLES AND HOW WE PLAN TO PROFIT FROM THEM

By Monty Guild and Tony Danaher, on January 23rd, 2006

It is our opinion that retiring Chairman Greenspan and the Fed have done a poor job dealing with asset bubbles.

IT IS OUR INTENTION TO HAVE OUR CLIENTS PROFIT FROM THE FED’S MISTAKES.

HOW WILL WE PROFIT?

We must remember that the legacy of Fed mistakes leaves the US and world markets open to more asset bubbles. First, we will identify these bubbles before they grow too big and profit from them before the public at large jumps on. Then we will exit before the stampede for the door leaves many people bloodied. In other words, we will be . . .
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NEW INVESTMENT THEME

By Monty Guild and Tony Danaher, on January 13th, 2006

China just completed a census and based upon that census, reissued their GDP figures for the last decade. It turns out that Chinese GDP growth has been understated by the government figures for the last 15 years. For example, China grew by 10.1% in 2004 and their lowest growth rate in the last decade was 7.6 % in 1999.

Why does it matter how fast China’s GDP grew? In order for a large country to grow at these rapid growth rates, they must consume massive quantities of raw materials to build an infrastructure. China is not alone. Other fast . . .
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SO FAR SO GOOD

By Monty Guild and Tony Danaher, on January 9th, 2006

It is the New Year and we are all looking for new beginnings. Well all I can say is…

SO FAR SO GOOD

Thus far in 2006 most major stock markets and many secondary stock markets are rising steadily. This reflects, in our opinion, a continued creation of global liquidity and a move of this liquidity, which totals about $45 to $50 Trillion. Some of this massive liquidity is moving out of speculative real estate and into precious metals, industrial commodities and stocks.

GOLD

Our large commitment to gold, especially royalties companies, has paid handsome dividends. Yet, we think . . .
Continue Reading: SO FAR SO GOOD

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WHY THERE WILL BE MORE BUBBLES LIKE THE REAL ESTATE AND INTERNET BUBBLES AND HOW WE PLAN TO PROFIT FROM THEM

NEW INVESTMENT THEME

SO FAR SO GOOD

SUBSCRIBE TO OUR FREE WEEKLY GLOBAL MARKET COMMENTARY SIGN UP BELOW

Search

WHY THERE WILL BE MORE BUBBLES LIKE THE REAL ESTATE AND INTERNET BUBBLES AND HOW WE PLAN TO PROFIT FROM THEM

NEW INVESTMENT THEME

SO FAR SO GOOD

SUBSCRIBE TO OUR FREE WEEKLY GLOBAL MARKET COMMENTARY
SIGN UP BELOW