November 28, 2013

November 28, 2013

What Is Driving Japan?

After landing the first two arrows (which Abe accomplished thanks to enthusiastic compliance by the Bank of Japan, and a coalition majority in Japan’s parliament), observers have been disappointed that the deeper reforms Abe outlined have been slow to appear.

What is Abe’s third arrow?  What does this mean for Japanese markets?  Upgrade today to find out.  


E-Commerce With Chinese Characteristics

The periods of China’s most robust growth has corresponded with the global rise of the internet and the digital economy.  This convergence is placing China in the forefront of e-commerce growth worldwide.  Some of the same disruptive processes we’ve observed in the U.S. with the rise of companies such as Amazon, Netflix, Priceline, and eBay are also playing out in China.  The difference is that this disruptive force is hitting China just as the country is stepping into the limelight as a consumer powerhouse.  The evolution of retailing in China will look nothing like other developed nations.

Pressure off Iran.   What does it mean for oil?

An agreement reached last weekend in Geneva promises to take some economic pressure off the Iranian regime.  Despite vitriolic protests against the U.S., Israel, and other western allies, Supreme Leader Khamenei signed off on the agreement…

Guild Basic Needs IndexTM

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Track our analysis in these letters and at

Market Summary

Will the U.S. market rally continue?  What markets do we think will continue to rally?



In Last Week’s Global Market Commentary We Discussed:

  • Janet Yellen As Fed Chair — What Does It Mean for Investors?

  • What Are China’s Future Reforms and Are They Enough?

  • Jobs That Aren’t Coming Back

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