Guild’s Basic Needs Index
Video Games Rocket Ahead in 2017
Video Games Rocket Ahead in 2017 The four largest “pure-play” video game companies have been star stock-market performers in 2017: Activision Blizzard [NASDAQ: ATVI], Electronic Arts [NASDAQ: EA], Take Two Interactive [NASDAQ: TTWO], and Tencent [Hong Kong: 700HK]. (Tencent is not technically a pure play, but does earn about half
Money Keeps Flowing Into European and Emerging-Market Stocks — Here’s Why
Money Keeps Flowing Into European and Emerging-Market Stocks — Here’s Why We began to get bullish on European and emerging-market stocks a few months ago. Now major financial media are joining us, citing the same data we’ve observed: a broad uptick in global growth and economic vitality is suggesting that
April 28, 2017
https://vimeo.com/215274835 Monty Guild summarizes the week of April 28, 2017 Global Markets.
They Want to Be the Greatest World Power
China Has a Grand Strategy — They Want to Be the Greatest World Power China Has a Grand Strategy — They Want to Be the Greatest World Power Next week, the Chinese government will host 28 heads of state, as well as many senior government and NGO officials, at the
The Biggest Transformation of the Next Decade: Disrupting Global Transportation
The Biggest Transformation of the Next Decade: Disrupting Global Transportation Gridlock in Washington, whether real or apparent, has slowed the “Trump trade.” Market enthusiasm in the election’s wake focused on the beneficiaries of tax reform, regulatory relief, and infrastructure development, and with progress on those fronts in question, enthusiasm has
Emerging Markets Look Good: An Update
Emerging Markets Look Good: An Update We wrote last week on the potential for emerging markets to regain their mojo after years of relative underperformance. During the week, positive data have continued to come in. Some data points: South Koreans will go to the polls on May 9 in
Market Summary
Market Summary In the last few weeks, U.S. and world equity markets have exhibited the greatest period of weakness since January because of concerns that President Trump’s tax cuts and infrastructure spending will be delayed or abandoned — and at the same time, the arrival of fears due to
India Makes Progress Under Modi’s Steady Hand
India Makes Progress Under Modi’s Steady Hand Back in September, we gave readers a rundown of the big digital strategy of India’s Prime Minister, Narendra Modi — an effort which will be critical in the unleashing of Indian economic growth and India’s rise on the world economic stage in coming
Elon Musk On Our New Robot Overlords: If You Can’t Beat ‘Em, Join ‘Em
Elon Musk On Our New Robot Overlords: If You Can’t Beat ‘Em, Join ‘Em Elon Musk is a larger-than-life titan of industry — the modern equivalent of Gilded Age figures such as Carnegie, Vanderbilt, and Rockefeller. The style may have changed, but the essence is the same: bold innovators and
March 30, 2017
We See Opportunities Across the Atlantic Our basic view on the U.S. market remains positive. As we’ve written in recent letters, we believe that the post-election rally doesn’t just reflect the optimism of businesspeople and consumers about positive developments in U.S. tax and fiscal policy. Midway through last year, markets
March 23, 2017
What the Fed Means For Your Portfolio World markets are facing a major change, as interest rates have begun a multi-year uptrend. U.S. and foreign economic data continues to improve. On many fronts, including employment, capital spending, salary increases, backlogs of orders, housing demand, retail sales of home-related items, and
March 16, 2017
Is Your Portfolio Prepared For the New Market Environment? The change that is underway in U.S. markets is no run-of-the-mill, short-term shift. This is a sea-change — not business as usual. We’re referring to the end of a thirty-year period during which interest rates were falling — a thirty-year bull
