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OIL IS BACK AND SO IS THE RUSSIAN BEAR

By Monty Guild & Tony Danaher, on February 28th, 2007

OIL PRICES ARE RAISING AND THE TREND WILL CONTINUE TO $70 OR SLIGHTLY ABOVE PER BARREL

It is not a surprise to us that oil is raising. One need only look at the recent revisions of the International Energy Agency (IEA) estimates, particularly for non-OPEC oil production growth. The IEA had estimated that non OPEC member’s production growth would be about 1.3 million barrels of oil per day in 2006. After repeated revisions, this number is down to about 600,000 barrels per day. On top of that the IEA had been predicting that in 2007 non OPEC nations would . . .
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GOOD ECONOMIC GROWTH MOST EVERYWHERE

By Monty Guild & Tony Danaher, on February 25th, 2007

Let us start with good news. Economic growth, stock market rises, and quality of life indicators are rising not only in the U.S. and Europe but in many parts of the world. We are not without problems, but positive news has been on the rise.

As you know, our investment themes include the following: agriculture, alternative energy, gold, global financial intermediaries, economic growth in China, economic growth in India, non-U.S. currencies, and transportation.

Let’s focus on the major financial intermediaries. While these are mainly headquartered in the U.S., their growth is global. Major investment banks that can source clients, . . .
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KEEP ON TRUCKING

By Monty Guild and Tony Danaher, on February 11th, 2007

TRUCKS

How many of us used to play with trucks when we were children? Probably, a lot of us did. Trucks still figure heavily in our lives. Trucks are key to the transportation of many goods we commonly use. In the developed world we are used to seeing many efficient medium and heavy commercial vehicles on the road.

There is a reason that trucks are used so commonly to transport goods, they are effective and efficient. Now that the world is manufacturing and consuming more goods, this prosaic industry is garnering more attention from global investors.

CHINA AND TRUCKS

. . .
Continue Reading: KEEP ON TRUCKING

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