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  • Portfolio Management
    • Growth
    • Income
    • Hybrid
    • Custom
  • Market Commentary
    • Global Market Commentary
    • Guild Basic Needs Index
  • The Team
    • About Us
  • Contact Us
  • Portfolio Management
    • Growth
    • Income
    • Hybrid
    • Custom
  • Market Commentary
    • Global Market Commentary
    • Guild Basic Needs Index
  • The Team
    • About Us
  • Contact Us
What is a fiduciary?
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Rudolph von Abele

Election

2026 Will Be Interesting — Be Optimistic, Opportunistic, and Nimble

By Rudolph von Abele, 5 months ago
Bitcoin

2026 Year-Ahead: The Liquidity Landscape — What Happens When “Stealth” Support Ends

By Rudolph von Abele, 5 months ago
Commodities

2026 Commodities Outlook: When the “Supercycle” Fractures Into Many Cycles

By Rudolph von Abele, 5 months ago
U.S.

2026 U.S. Outlook: A Constructive Growth Regime, Broadening Earnings, and a Wider Opportunity Set for Investors

By Rudolph von Abele, 6 months ago
Gold

Year Ahead 2026, Part Two: South Korea, India, and Gold In a Slowing-Liquidity World

By Rudolph von Abele, 6 monthsDecember 11, 2025 ago
Canada

Japan’s Rate Hike: A Consequential Shift in Global Liquidity (And A Note on Canada)

By Rudolph von Abele, 6 months ago
Conference Calls

Periodic Conference Call: Market at the Crossroads

By Rudolph von Abele, 7 monthsNovember 20, 2025 ago
Artificial Intelligence

The AI Power Play Revisited: “Sockets” vs “Chips”

By Rudolph von Abele, 7 months ago
Bitcoin

Earnings Season: Downshifting to a Lower Gear

By Rudolph von Abele, 7 monthsNovember 6, 2025 ago
Earnings

Earnings Are Booming – But Cracks Appear In Fed Liquidity and the Capex Impact

By Rudolph von Abele, 7 monthsOctober 30, 2025 ago

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Westlake Village, CA 91362

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