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By Monty Guild & Tony Danaher, on June 24th, 2010
DOES THE OIL LEAK IN THE GULF OF MEXICO HERALD A BIG DISCOVERY?
Let us look at the oil spill from another angle. Among oil industry watchers there has been a great deal of information about the size of the field under the big spill. Respected industry watchers have said that there is good reason to expect that the field extends many miles deep underground and horizontally from the site of the spill.
In the past few years, seismic studies and drilling results from deep beneath the Gulf are leading many informed sources to believe the total oil available . . .
Continue Reading: U.S. DEFICITS MUST CEASE
By Monty Guild & Tony Danaher, on June 16th, 2010
In Part I, we discussed the history behind the current worldwide de-leveraging, which is the primary factor determining today’s economic landscape. In Part II, we explored the reasons for the current market volatility, and discussed the current game of tug-o-war between two contesting sides; those who anticipate a deflationary depression and those who anticipate inflation. As the contestants pull the rope in one direction and then the other, the market becomes volatile and fear spreads as both sides shout their views from bullhorns. Both Part I and Part II are available below.
Today’s installment, we will discuss potential influences . . .
Continue Reading: THE NEW ECONOMIC REALITY – PART III
By Monty Guild & Tony Danaher, on June 4th, 2010
“Entire ignorance is not so terrible or extreme an evil, and is far from being the greatest of all: too much cleverness and too much learning, accompanied with ill bringing-up, are far more fatal.” -Plato THE NEW ECONOMIC REALITY – PART II Last week, we began to discuss this subject, sharing our views on the history and economic back drop for the past twenty years. If you missed it, you can go tohttp://www.guildinvestment.com/ARThome.aspx?ModuleId=0&Itemid=389&SType=F for a copy of the letter.
Over two decades ago, Japan fell into an economic malaise due to the deflating of a bubble in real estate . . .
Continue Reading: THE NEW ECONOMIC REALITY – PART II
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