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By Monty Guild & Tony Danaher, on October 23rd, 2009
CLOUD COMPUTING
A new era in computing and delivery of information has begun. If you aren’t yet familiar with cloud computing, you probably will be soon. We expect there to be an onslaught of news articles, editorials, and advertisements about cloud computing accompanying Microsoft’s launch of their new computer operating system, Windows 7.
The term cloud refers to the internet (most computer network diagrams use a cloud shape to depict the internet). Cloud computing allows companies and consumers access to virtually limitless processing power and storage. In this new era, the personal computer (PC) will no longer be doing . . .
Continue Reading: CLOUD COMPUTING AND MOBILE TELEPHONY
By Monty Guild & Tony Danaher, on October 15th, 2009
WILL INFLATION RETURN?
In the last twelve months, wheat, corn, soybeans, and the prices of many soft commodities and foodstuffs have fallen at the wholesale level. This has been due to a cool and rainy summer in the Midwestern U.S. and in Europe, and a strong soy crop in Brazil. The old saying held true in 2009; “rain makes grain”. The exception has been sugar which has risen in price due to crop issues Brazil and India.
We continue to believe that food prices and most commodity prices will rise versus the dollar but the rises will be . . .
Continue Reading: HOW TO HEDGE AGAINST A FALLING DOLLAR
By Monty Guild & Tony Danaher, on October 7th, 2009
Many of our wise friends have been concerned for years that the world will see another Middle East war. Simultaneously, others who we respect are currently concerned that peace in the Middle East will cause oil prices to fall. Recent news coverage of the Iranian nuclear program has heightened these fears among many investors. Will Iran get the bomb? Will they use their nuclear power rashly? Although we believe that eventually Iran will have nuclear warheads, we believe that sane behaviors will prevail.
Before we do too much worrying about the above outcomes let us look at the winners . . .
Continue Reading: THE MIDDLE EAST AND ITS IMPACT ON STOCKS AND COMMODITIES
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