Guild Basic Needs Index – Guild Investment Management

Guild’s Basic Needs Index

China

After Three Cuts, the Fed Eyes the Punchbowl

December 19, 2024 No Comments December 19, 2024

China

The Implications of China Stimulus

December 12, 2024 No Comments December 12, 2024

Markets This Week

2025: Markets Never Move In a Straight Line

December 5, 2024 No Comments December 5, 2024

Markets This Week

Reflections on a Year of Challenges and Opportunities

November 27, 2024 No Comments November 27, 2024

Bitcoin

Bitcoin’s Watershed Moment: A New Chapter in Digital Asset History

November 14, 2024 No Comments November 14, 2024

Election

Game Changer: Election Observations and Takeaways

November 7, 2024 No Comments November 7, 2024

China

Gold Showed Up Fashionably Late to the Bull Market Party (But It Did Show Up)

October 24, 2024 No Comments October 24, 2024

Bitcoin

Populism, AI, Digital Assets, and Productivity: How Change-Driven Volatility Can Be An Investor’s Friend

October 17, 2024 No Comments October 17, 2024

China

No Fiscal Bazooka To Excite the “Fast Money,” So China Rally Fizzles

October 10, 2024 No Comments October 10, 2024

Labor

Dockworkers’ Strike, Supply Chains, and Pre-Election Jitters: If A Dip Comes, Buy It

October 3, 2024 No Comments October 3, 2024

Markets This Week

Opportunities Hiding in Volatility During the Sprint to Election Day

September 26, 2024 No Comments September 26, 2024

Markets This Week

Brick by Brick: Navigating Real Estate and Homebuilder Stocks In the Current Environment

September 19, 2024 No Comments September 19, 2024

Markets This Week

Recession Coming? In Some Corners of the Economy, It’s Been Here… But An Economy Wide Recession Is Not Imminent

September 12, 2024 No Comments September 12, 2024

Election

Election Blues? Remember, “There’s Always a Bull Market Somewhere”

September 5, 2024 No Comments September 5, 2024

Conference Calls

Guild’s Periodic Conference Call

August 29, 2024 No Comments August 29, 2024

Employment

Middlemen Get Squeezed Again: This Time, It’s Real Estate Agents’ Turn

August 22, 2024 No Comments August 22, 2024

We’ve moved!

Here you’ll find the historical archives of Guild’s Global Market Commentary, and our occasional public posts. To read all our content, please visit our Substack page to subscribe.

Guild’s Basic Needs Index

After Three Cuts, the Fed Eyes the Punchbowl

The Implications of China Stimulus

2025: Markets Never Move In a Straight Line

Reflections on a Year of Challenges and Opportunities

Bitcoin’s Watershed Moment: A New Chapter in Digital Asset History

Game Changer: Election Observations and Takeaways

Gold Showed Up Fashionably Late to the Bull Market Party (But It Did Show Up)

Populism, AI, Digital Assets, and Productivity: How Change-Driven Volatility Can Be An Investor’s Friend

No Fiscal Bazooka To Excite the “Fast Money,” So China Rally Fizzles

Dockworkers’ Strike, Supply Chains, and Pre-Election Jitters: If A Dip Comes, Buy It

Opportunities Hiding in Volatility During the Sprint to Election Day

Brick by Brick: Navigating Real Estate and Homebuilder Stocks In the Current Environment

Recession Coming? In Some Corners of the Economy, It’s Been Here… But An Economy Wide Recession Is Not Imminent

Election Blues? Remember, “There’s Always a Bull Market Somewhere”

Guild’s Periodic Conference Call

Middlemen Get Squeezed Again: This Time, It’s Real Estate Agents’ Turn

We’ve moved!

Here you’ll find the historical archives of Guild’s Global Market Commentary, and our occasional public posts. To read all our content, please visit our Substack page to subscribe.

Guild Investment Management

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Guild’s Basic Needs Index

We’ve moved! Here you’ll find the historical archives of Guild’s Global Market Commentary, and our occasional public posts. To read all our content, please visit our Substack page to subscribe.

Guild Investment Management

Fully discretionary investment portfolio management

Get Started

Guild Investment Management

Global Market Commentary Sign Up

We’ve moved!

Here you’ll find the historical archives of Guild’s Global Market Commentary, and our occasional public posts. To read all our content, please visit our Substack page to subscribe.