Author: Tim Shirata

We send our condolences and prayers at this very difficult time for the Japanese people and for the nation. Although this is a huge tragedy with many complexities, Japan is a strong and vital nation and the Japanese people are...

This week’s letter is short. As we have mentioned in the past we believe that oil will go to $150 per barrel this year and we believe that this will be  promulgated by a possible change of regime in Saudi...

We hear many so-called pundits say that rising oil prices will dramatically damage growth in the emerging world.  However, we see the contrary as more likely to occur: rising oil prices will unleash more inflation in the...

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Global Investment Watch Every fortnight we will focus on the investment climate in an individual country.  Two weeks ago, we discussed Canada; today, we discuss Japan. Japan Higher Oil Prices Cloud an Otherwise Sunny Japan...

Boom! Governments are being brought to their knees with startling speed.  I spent this past Saturday in Bangkok watching the Asian news channels showing the demonstrations and various news feeds from Al...

Boom Times Continue in Asia(Monty Guild is currently travelling in Asia and meeting with economists and analysts.  Here’s a little of what he’s seeing and hearing so far). In Hong Kong right now, commerce is...

by Monty Guild and Tony Danaher Inflation is taxation without legislation -Milton Friedman   Inflation: Say Goodbye to Buying Power Economy watchers see its growing presence in official government statistics. Yet you...

Inflation is taxation without legislation -Milton Friedman  Inflation: Say Goodbye to Buying Power Economy watchers see its growing presence in official government statistics. Yet you won’t hear government officials...

by Monty Guild and Tony Danaher “The superior man seeks what is right; the inferior one, what is profitable.” -Confucius Regime Change — A Global Domino Effect? Tunisia. Now Egypt. The cabinet fired in Jordan....