Gold
Bessent Blinks
We were planning to write about rates already after watching them climb for months. On Tuesday, as we were wrapping up this piece, yields on thirty-year Treasuries touched 5.339 percent, their highest since 2007. Then
Guild Investment Management Inc.’s mission since its founding has been to provide its clients with high returns while minimizing their portfolios’ risk profile over both intermediate and longer term periods.
We provide fully discretionary investment portfolio management services to U.S. and foreign individuals and companies with personal, pension and IRA accounts. We study the world, do the homework, make strategic asset allocations, and make buy and sell decisions so our clients don’t have to do this work.
We offer a complimentary, no-obligation portfolio review. During the review we will discuss your goals, both short-term and long-term, and give specific recommendations. To schedule your complimentary review and to learn more, please click the following link.
We were planning to write about rates already after watching them climb for months. On Tuesday, as we were wrapping up this piece, yields on thirty-year Treasuries touched 5.339 percent, their highest since 2007. Then
First: Uranium The tightest areas in the uranium supply chain are downstream of the mine. Uranium itself (that is, processed ore) as we write, is at $86.90 per pound, roughly where it’s been since April.
In last week’s commentary, we briefly discussed the destruction and fire sale of a large, highly leveraged hedge fund portfolio called Situational Awareness that was run by a smart 20-something year old. The fund was
Very little has happened in markets these past few weeks that will alter the trajectory of artificial intelligence; a lot has happened regarding the financial market frenzy surrounding it. Here are three items: What is
Last week, Eli Lilly (LLY) announced that it would buy a development-stage psychedelics biopharma, AtaiBeckley, for roughly $2.8 billion in cash now, and a potential $1 billion more if Atai meets development and regulatory milestones.
We were surprised to read that Wall Street has never carried higher expectations into an earnings season than it is carrying into this one — recession rebounds aside. The bottom-up consensus (that is, analysts’ company-by-company
31225 La Baya Drive, Suite 214
Westlake Village, CA 91362
1 310 826-8600
Mon-Fri 6:30-4:30
