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THE DOLLAR’S INABILITY TO RALLY, EVEN WITH RATES RISING- NOT A GOOD SIGN FOR THE DOLLAR

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

A lot of recent news is about economic events.

If you live outside the U.S. the news is about the fast economic growth your region and country are enjoying, and about the good economic times the public is experiencing. Asia is growing very rapidly.  Europe, Latin America, Australia and Canada are growing nicely.  Even Japan is picking up after a very long slow period.

Only the U.S. economy has been slowing.  If you live in the U.S. the news is about the subprime crisis or housing demand falling or other potentially bad economic happenings. We agree that parts of . . .
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BOTH CHINA AND INDIA GROW AT ASTOUNDING RATES

By Monty Guild & Tony Danaher, on June 13th, 2007

China continues to grow at a rapid rate (over 10% per annum), but the big news is that India is now growing about as fast as China.  After talking to several Indian economists, we believe that India has grown over 11% in the last 3 months.  All we can say to this is “Wow!”

China and India and a few other countries, primarily in Asia, are acting as catalysts and will continue to drag global economic growth higher.

This is one of the several reasons why we believe that the U.S. will not go into a serious recession even . . .
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By Monty Guild & Tony Danaher, on June 8th, 2007

THE RECENT PANIC ABOUT HIGHER INTEREST RATES:  WHY ARE PEOPLE SO SCARED?

THERE IS A GOOD REASON TO BE SCARED

Higher rates on the horizon mean many things.

It is bearish for 1.  Bonds 2.  Income stocks 3.  Companies that borrow a great deal to operate their businesses (profit margins will be negatively impacted) 4.  All assets with fixed income and rising costs

It can be bullish for 1.      Common stocks of growing companies (they will get money formerly allocated to bonds) 2.      Commodities that benefit from inflationary psychology (when short term interest rates rise slower than the rate . . .
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THE RECENT PANIC ABOUT HIGHER INTEREST RATES: WHY ARE PEOPLE SO SCARED?

By Monty Guild & Tony Danaher, on June 8th, 2007

THERE IS A GOOD REASON TO BE SCARED

Higher rates on the horizon mean many things.

It is bearish for 1.  Bonds 2.  Income stocks 3.  Companies that borrow a great deal to operate their businesses (profit margins will be negatively impacted) 4.  All assets with fixed income and rising costs

It can be bullish for 1.      Common stocks of growing companies (they will get money formerly allocated to bonds) 2.      Commodities that benefit from inflationary psychology (when short term interest rates rise slower than the rate of inflation, it adds to inflationary psychology) 3.      Companies and products that . . .
Continue Reading: THE RECENT PANIC ABOUT HIGHER INTEREST RATES: WHY ARE PEOPLE SO SCARED?

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