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By Monty Guild & Tony Danaher, on December 27th, 2007
PLEASE ACCCEPT OUR WARMEST WISHES FOR A HEALTHY, HAPPY AND FULFILLING 2008
2008 WILL BE A YEAR WHERE FOOD INFLATION MAKES US PROFITS
It is not yet widely in the news in the developed world, but in the developing world and in the energy producing countries of the Mid East, Asia, and Latin America; inflation is beginning to share the headlines with news about rapid economic growth.
Most of the western economic pundits dismiss inflation as a non-problem because it is their view that inflation has been caused by higher food prices, and food prices will move lower once . . .
Continue Reading: 2008 WILL BE A YEAR WHERE FOOD INFLATION MAKES US PROFITS
By Monty Guild & Tony Danaher, on December 17th, 2007
Happiest Holiday Greetings to All! THE STOCK MARKET DOCTOR MAKES A SHORT PROGNOSIS
Unfortunately, our doctor is not Doctor Feel Good…at least not in the short run. The prognosis is not good for the stock markets in the U.S. and Europe. Sure, they can rally, but don’t count on any long bull runs. Any stock market runs we get in coming months are more likely to be bear runs, and those are seldom fun.
In our memo for November 26, we predicted four types of events to look for which would take place to ultimately end the current world . . .
Continue Reading: THE STOCK MARKET DOCTOR MAKES A SHORT PROGNOSIS
By Monty Guild & Tony Danaher, on December 10th, 2007
THE U.S. DOLLAR As we predicted the drumbeat of PR for the dollar has begun in earnest, and this was and is to be expected. No governmental financial authority anywhere wants the dollar to fall in a straight line without any rallies and without any slowdown. Now an effort has begun to give the dollar a rally; and it has been successful so far. The battle to slow down the dollar decline will include:
Intervention by central banks to protect their dollar holdings. Jawboning by central bankers and finance ministers in every country to try and give the dollar . . .
Continue Reading: THE BAIL OUT BEGINS IN EARNEST…ITS EFFECT WILL BE MORE INFLATION
By Monty Guild & Tony Danaher, on November 26th, 2007
This is a season of reflection with the harvests in the northern hemisphere and the planting season in the southern hemisphere. We are thus reflecting and wanted to take this opportunity to thank you for your confidence, friendship, and readership.
HOW WE GOT HERE AND WHERE WE ARE HEADED
Every so often it is our policy to review the history of what brought us here to this place in world economic history and thus to see what the economic and stock market future holds.
1. In 1989, The Berlin wall fell and the Soviet Union collapsed. It turned out . . .
Continue Reading: HOW WE GOT HERE AND WHERE WE ARE HEADED
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