by Chris Waltzek
Chris welcomes back Monty Guild of Guild Investment who sees solid signs in the commodities markets, in particular gold and crude oil. Guild Investment is bullish on both sectors, due in part to expectations of future dollar weakness. Their long-term viewpoint on gold is solidly bullish due to the need to payoff global debts through further currency debasement. The massive economic engines of India and China will continue to absorb dwindling precious metals supply, as investors scramble for the safe haven investment class. He expects oil and gold shares to benefit from the lower dollar theme. Brazil, Russia, and Canada are favorite investment nations: Canada is flush with gold, oil and timber; Russian has oil and raw minerals; Brazil benefits from soybean production and base metals as well as oil, as seen in Petrobras.