(310) 826-8600

Guild’s Basic Needs Index

LIBOR is Dead — Long Live LIBOR!

LIBOR is Dead — Long Live LIBOR! A week ago, we read an interesting piece in Bloomberg:  “LIBOR Refuses To Die, Setting Up $370 Trillion Benchmark Battle.”  Readers may be familiar with the LIBOR — the “London Interbank Offered Rate.”  If you bear with the discussion that follows, we’ll explain why this

Read More »

Why Not to Worry About China

Why Not to Worry About China Back in November, we wrote: “The skeptics and haters of the current bull market have spent the last eight years finding reasons and justifications for their skepticism.  One of the favorite reasons for pessimism has been China. “Sometimes China has been a geopolitical boogeyman,

Read More »

Guild Investment Podcast May 4th 2018

Our Founder/Chief Investment Officer Monty Guild summarizes the global markets and the recent U.S. market correction. They discuss highlights on the sectors and industries that will benefit in this environment.

Read More »

Gold’s Slow-Motion Bull Market

Our analysis of global markets often comes from a contrarian point of view.  Since the 1970s, we have been well-known among investors in precious metals for this reason.  We are agnostic about precious metals, viewing them a potentially important tool in an investor’s kit for surviving and prospering under a

Read More »

Guild Investment Podcast April 27th 2018

Our senior research analyst Rudi von Abele and executive vice president Tim Shirata summarizes the global markets and the recent U.S. market correction. They discuss highlights on the sectors and industries that will benefit in this environment.

Read More »

Recession Outlook Update

Executive Summary Recession outlook: an update.  The U.S. market remains locked in a tug-of-war between rising interest rates and rising earnings.  The market is about unchanged this year after a great deal of fluctuation.  After several recent prominent earnings reports from major companies which had positive comments about continued growth,

Read More »

Emerging Markets and Trade War Fears

If an impending trade war is about to create havoc for emerging markets, someone forgot to tell investors.  Emerging-market equity inflows have continued apace since the specter of a trade war emerged at the beginning of March.  (Dollar-denominated emerging-market debt moved to modest outflows, moving similarly to U.S. investment-grade corporate

Read More »

The Global Reform Wave Rolls On

The Global Reform Wave Rolls On:  Former Leaders Jailed in Brazil and South Korea Almost two years ago, we wrote about the rise of populist and anti-corruption movements around the world, and told you that we believed these movements would expand, intensify, and disrupt global politics and economics, possibly for decades. 

Read More »

Guild Investment Podcast April Friday the 13th 2018

Our senior research analyst Rudi von Abele and executive vice president Tim Shirata summarizes the global markets and the recent U.S. market correction. They discuss highlights on the sectors and industries that will benefit in this environment.

Read More »

The Robot Apocalypse Isn’t Coming

An idea that was once a twinkle in the eye of radicals is gaining ground among the Silicon Valley intelligentsia, including Elon Musk and Mark Zuckerberg.  The concept is that the disruption caused by automation and artificial intelligence is going to be so severe that half the workforce, or maybe

Read More »

Monty Guild Podcast March 29 2018

Our founder and chief investment officer Monty Guild summarizes the global markets and the recent U.S. market correction. He highlights the sectors and industries that will benefit in this environment.

Read More »

Kicking the Bull Market’s Tires

Kicking the Bull Market’s Tires Since the beginning of the year, we have been letting readers know that we expected greater volatility in 2018.  Such calm predictions are easy to make before the volatility has arrived.  Once it has arrived, of course, it feels much more alarming than it did

Read More »

With Big Tech Under Fire, Is Tech Still A Key Sector For Investors? 

We Say Yes.  Last week, several major news outlets reported that detailed data harvested from Facebook [NASDAQ:  FB] had been pressed into service by political consultancy firms under questionable circumstances.  The data were harvested by researchers who were abiding by FB’s then-current policies when they collected them.  But observers and

Read More »

With Big Tech Under Fire, Is Tech Still A Key Sector For Investors? We Say Yes.

Last week, several major news outlets reported that detailed data harvested from Facebook [NASDAQ:  FB] had been pressed into service by political consultancy firms under questionable circumstances.  The data were harvested by researchers who were abiding by FB’s then-current policies when they collected them.  But observers and some FB insiders,

Read More »

We’ve moved!

Here you’ll find the historical archives of Guild’s Global Market Commentary, and our occasional public posts. To read all our content, please visit our Substack page to subscribe.