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By Monty Guild & Tony Danaher, on January 28th, 2011
The Fast Lane of Global Consumer Electronics
When we attended the Consumer Electronics Show (CES) in Las Vegas earlier this month, it was quite obvious that we were witnessing a genuine global phenomenon playing out — an accelerating worldwide demand for cutting-edge consumer technology. CES’s attendance was up 14 percent over the previous shows in 2010 and 2009. Of this year’s 140,000 attendees, 30,000 of them had come from 80 foreign countries.
Technology is thriving internationally, the result of the convergence of several new product cycles inspired by widespread broadband availability. Companies are quickly developing and delivering globally-connected goods and . . .
Continue Reading: BUSINESSES AND CONSUMERS BUY ELECTRONIC EQUIPMENT
By Monty Guild & Tony Danaher, on January 20th, 2011
Chalk it up primarily to three factors:
1) Stock prices on the rise, from which people tend to draw optimism;
2) Money printing, also known as quantitative easing (QE), continues unabated in the U.S., Europe, and Japan;
3) Liquidity flowing from the developing world.
In Europe, auctions of Portuguese and Spanish government bonds have fared well as a result of major purchase commitments from the European Central Bank, China, and Japan. Clearly, the Chinese and Japanese are looking to ingratiate themselves with the Europeans and improve trade ties. The strategy looks like a winner. Overall, the liquidity pouring . . .
Continue Reading: WORLDWIDE INVESTOR PSYCHOLOGY UPBEAT
By Monty Guild & Tony Danaher, on January 14th, 2011
Imminent U.S. Dollar Rally to Create Buying Opportunities in Strong Currencies and Commodities
The U.S. dollar appears poised to rally and rise in the coming weeks, according to a technical analysis. During this period, fundamentally strong foreign currencies, stocks, and commodities could fall in value, heralding a buying opportunity for which we have been waiting. We intend to exploit such weaknesses as “coming attractions” and investment opportunities for clients’ cash. Stay tuned for some changes to our recommendations.
What Does This Mean to You?
Buy on dips and sell part of your position on rallies. Hold core positions as long as you . . .
Continue Reading: IMMINENT U.S. DOLLAR RALLY TO CREATE BUYING OPPORTUNITIES IN STRONG CURRENCIES AND COMMODITIES
By Monty Guild & Tony Danaher, on January 10th, 2011
Economic growth will be fine. The debt overhang will be handled by continuing and accelerated Quantitative Easing. Looking ahead, we are quite optimistic about demand for stocks, gold, and commodities in 2011 Investors are moving from bonds to stocks, and the huge cash balances at money market funds will likely find their way into stock and commodity markets in 2011. This means that inflation and commodities prices are likely to rise faster than wages, and those living on fixed incomes or bond interest will be affected the most, due to the fact that their money buys less . . .
Continue Reading: THE KEY ASSET CLASSES FOR 2011 WILL BE: OIL, GOLD, AND STOCKS
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