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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
By Monty Guild & Tony Danaher, on November 15th, 2007
INFLATION REARS ITS UGLY HEAD
Saudi Arabia [4.9%] and China [6.5%] have just reported big increases in October inflation. These are high numbers…..but more worrisome they are way up from a year earlier. India reported their big inflation increase a while back at 6.2 % in September. Much of the developing world is suffering from inflation as well. Sure we are not yet seeing it in Europe and North America, but it is on the way.
Why are we so convinced that inflation will return to Europe and North America? Because the data used to sell how inflation is . . .
Continue Reading: INFLATION REARS ITS UGLY HEAD
By Monty Guild & Tony Danaher, on November 12th, 2007
IF THE DOLLAR FALLS SLOWLY, OR RISES SLIGHTLY, EVERYTHING WILL BE O.K…and the weak U.S. dollar will be a problem not only for the Americans whose global standard of living is being eaten away, but also for foreign holders of U.S. bonds, and for the export competitors of the U.S. who will have to be more efficient in order to compete.
IF THE DOLLAR FALLS TOO RAPIDLY, AND THE DECLINE IS DISORDERLY… then the dollar is a problem for everyone, most especially for the U.S.
TO BE THE WORLD RESERVE CURRENCY YOU MUST BE RESPONSIBLE The U.S. has gained . . .
Continue Reading: WATCH THE U.S. DOLLAR…. IT WILL REFLECT ALL THE FINANACIAL WORLD’S EVENTS, PROBABILITIES AND FEARS
By Monty Guild & Tony Danaher, on November 1st, 2007
I don’t know if any of you know the old blues song from the 1930’s that goes "Once I lived the life of a millionaire…spending my money…I didn’t care. Taking my friends out for a mighty good time…buying bootleg liquor, champagne and wine. But then ooh…I fell so low…Had no friends and had no place to go…"
Today, it is as if the same song is being sung by the U.S. dollar. The U.S. dollar is being deserted one friend after another. One would expect the dollar to rally after its big decline, but it doesn’t. WHY?
More and . . .
Continue Reading: Where has the U.S. Dollar gone?
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