August « 2008 « How to Invest Globally

Text Size:

RAISE INTEREST RATES OR BEAR THE CONSEQUENCES

By Monty Guild & Tony Danaher, on August 26th, 2008

As we approach end the winter in the southern hemisphere and the end of summer in the northern half of the globe we have a few thoughts to share. Our first thought is to wish you health and happiness as the end of summer holidays in Europe and North America nears.

RAISE INTEREST RATES OR BEAR THE CONSEQUENCES

It is time for the Federal Reserve and the central banks of many other countries with surpluses to tighten interest rates. This is not happening, and the longer it takes for it to happen, the more inflation the world will have . . .
Continue Reading: RAISE INTEREST RATES OR BEAR THE CONSEQUENCES

Share this:

FORTUNE FAVORS THE BRAVE

By Monty Guild & Tony Danaher, on August 20th, 2008

“FORTUNE FAVORS THE BRAVE”

FERTILIZERS, GRAINS AND PRECIOUS METALS

As you know, we are fundamental analysts, not technicians. We take an investment view on stocks and commodities, not a trading view. That being said, we believe that much of the panic and the savage price decline in food related investments and in precious metals is behind us. We are adding to our positions in these two areas.

We do not know if the correction caused by technical momentum traders is over. What we do know is that the emerging world is very strong economically, and these countries are large . . .
Continue Reading: FORTUNE FAVORS THE BRAVE

Share this:

AN INTERESTING PERSPECTIVE ON GEOPOLITICAL EVENTS IN GEORGIA

By Monty Guild & Tony Danaher, on August 18th, 2008

The events in Georgia over the past week or so have caused many to talk about the development of a new Cold War.

For those who are interested in geopolitical events, we are posting an interesting perspective found in the Friday August 15th Financial Times written by Philip Stephens.

The vulnerabilities that lie behind Putin’s belligerence By Philip Stephens Published: August 14 2008 19:19 | Last updated: August 14 2008 19:19

Some time ago when the Kremlin distributed photographs of a shirtless Vladimir Putin brandishing a hunting rifle the temptation was to snigger. Another middle-aged man; another . . .
Continue Reading: AN INTERESTING PERSPECTIVE ON GEOPOLITICAL EVENTS IN GEORGIA

Share this:

DOHA………..READY –AIM- FIRE………. ouch we shot ourselves in the foot.

By Monty Guild & Tony Danaher, on August 7th, 2008

In perpetrating the collapse of the DOHA trade round did India and possibly China shoot themselves in the foot?

Our answer in a word is “probably” for India and “probably not” for China.

We think India’s desire to pander to left leading trade unionists and farmers was very self destructive and foolish. I am told that both India and China — but especially India — disagreed with DOHA farm policy by saying that they reserved the right not to comply if their farmers put pressure on them to subsidize farm prices and disallow the free import of foreign farm . . .
Continue Reading: DOHA………..READY –AIM- FIRE………. ouch we shot ourselves in the foot.

Share this:

Exclusion of Liability

This website is for informational purposes only and is not intended to be a solicitation, offering or recommendation of any security. This website does not intend to provide investment, tax or legal advice. Guild Investment Management does not represent that the securities, products, or services discussed in this site are suitable or appropriate for all investors. The site may not meet your specific needs or requirements. Any market analysis constitutes an opinion that may not be correct. You must make your own independent investment decisions or obtain professional advice from your advisors before making investment decisions.

The information on this site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Guild Investment Management to any registration requirement within such jurisdiction or country.

The material on this site, including any opinions expressed herein, are subject to change without notice. In addition, there are many market, currency, economic, political, business, technological and other risks that are beyond our control. We make reasonable efforts to provide accurate content on the site. However, some content and some of the assumptions, formulas, algorithms and other data that impact the content may be inaccurate, outdated, or otherwise inappropriate. In addition, we may have conflicts of interest with respect to any investments mentioned on the site. Our principals and our clients may hold positions in investments mentioned on the site or we may take positions contrary to investments mentioned on the site.

BY USING THIS SITE YOU AGREE THAT GUILD INVESTMENT, INC. AND ITS PRINCIPALS ARE NOT LIABLE FOR ANY ACTION YOU TAKE OR ANY DECISION YOU MAKE IN RELIANCE ON ANY CONTENT. WE DO NOT GIVE INDIVIDUALIZED INVESTMENT RECOMMENDATIONS, OR ACCOUNTING, TAX OR LEGAL ADVICE ON OR THROUGH THE SITE.

Although the site includes investment related information, you should not consider anything you find on the site to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset.

Certain of the content at this web site, including Guild’s current and past market commentaries, is protected by copyright. Apart from any use permitted under the Copyright Act, you must not copy, frame, modify, transmit or distribute the market commentaries, without seeking the prior consent of Guild.

You may have been referred to this site by some other person or organization or may have linked to this site from the website of another organization. We appreciate such referrals, but are not affiliated with any persons or organizations who may have referred us to you, and we do not pay for any such referrals. In addition, any persons making referrals are not responsible for Guild’s portfolio management decisions, which are the sole responsibility of Guild.

Tel: (310) 826-8600 | Fax: (310) 826-8611 | Email: guild@guildinvestment.com

12400 Wilshire Boulevard, Suite 1080, Los Angeles, CA 90025

SUBSCRIBE TO OUR FREE WEEKLY GLOBAL MARKET COMMENTARY
SIGN UP BELOW

Search

RAISE INTEREST RATES OR BEAR THE CONSEQUENCES

FORTUNE FAVORS THE BRAVE

AN INTERESTING PERSPECTIVE ON GEOPOLITICAL EVENTS IN GEORGIA

DOHA………..READY –AIM- FIRE………. ouch we shot ourselves in the foot.

SUBSCRIBE TO OUR FREE WEEKLY GLOBAL MARKET COMMENTARY SIGN UP BELOW

Search

RAISE INTEREST RATES OR BEAR THE CONSEQUENCES

FORTUNE FAVORS THE BRAVE

AN INTERESTING PERSPECTIVE ON GEOPOLITICAL EVENTS IN GEORGIA

DOHA………..READY –AIM- FIRE………. ouch we shot ourselves in the foot.

SUBSCRIBE TO OUR FREE WEEKLY GLOBAL MARKET COMMENTARY
SIGN UP BELOW