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Published Articles:8
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Monty Guild's Articles

Articles by: Monty Guild

Recent Articles

Bullish Development In India

This past weekend there was a big article in the Financial Times on the development of “tier two" cities in India. As the middle class in India booms due to huge employment opportunities in ..
(June 06, 2007)
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Our Six Themes Continue For Global Investment Continue To Be ..

Growth of China, India and the Asian region creates investment opportunity in these markets. Energy demand will continue to grow; supply is not growing hence energy prices will rise. Non-U. S. ..
(June 06, 2007)
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Expected Seasonal Dollar Rally Has Not Yet Arrived

It is May, and traditionally in the May through August period, there is a correction in the currencies which have been strong during the winter and spring months. This is the time of year when the ..
(June 06, 2007)
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Infrastructure Is In Demand Globally

Ships, planes and railroads don’t have enough capacity; this is why global transportation is one of our main themes. We continue to believe that global transportation vehicles and their ..
(June 06, 2007)
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Surprise-Energy, Precious Metals And Base Metals Will Be In ..

Today, Morgan Stanley put out a number of comprehensive analyses discussing the demand for commodities and the outlook for some mining companies. In short, they remain bullish on many, but not all ..
(June 06, 2007)
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As The Cost Of Living Increases And The U.S. Dollar Contintues .

I suggest a reality check is needed to open their eyes about the buying power of their debased currencies. A reality check can often be provided by doing some foreign travel, especially to Europe, ..
(June 06, 2007)
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Global Economic Power Shifts From The U.S. And Europe To Asia

India just reported GDP growth of 9.4% for the fiscal year ended March 2007. This is way above the 8% predicted rate of growth and moving toward China’s stunning 10.4% growth rate. India, like .
(June 06, 2007)
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The Recent Panic About Higher Interest Rates - Why Are People ..

THERE IS A GOOD REASON TO BE SCARED Higher rates on the horizon mean many things. It is bearish for 1. Bonds 2. Income stocks 3. Companies that borrow a great deal to operate their businesses ..
(June 11, 2007)
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