Guild Basic Needs Index – Guild Investment Management

Guild’s Basic Needs Index

Global Economy

A Global Investor’s Outlook: Lessons from Six Decades and Where Opportunity Lies Now

March 5, 2026 No Comments March 5, 2026

Alternative Investments

Blue Owls, Blue Canaries, and the Price of Liquidity

February 26, 2026 No Comments February 26, 2026

Uncategorized

No Escape from Disruption — No Matter How Entrenched and Impervious an Industry Seems

February 19, 2026 No Comments February 19, 2026

Japan

Making Japan Great Again

February 12, 2026 No Comments February 12, 2026

Bitcoin

A Week of Big Price Moves, Rotations, and Questions

February 5, 2026 No Comments February 5, 2026

Earnings

Mother’s Milk

January 29, 2026 No Comments January 29, 2026

Artificial Intelligence

A Strong Economy… For Some

January 15, 2026 No Comments January 15, 2026

Election

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

January 8, 2026 No Comments January 8, 2026

Bitcoin

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

December 31, 2025 No Comments December 31, 2025

Commodities

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

December 24, 2025 No Comments December 24, 2025

U.S.

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

December 18, 2025 No Comments December 18, 2025

Gold

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

December 11, 2025 No Comments December 11, 2025

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

December 4, 2025 No Comments December 4, 2025

Conference Calls

Periodic Conference Call: Market at the Crossroads

November 20, 2025 No Comments November 20, 2025

Artificial Intelligence

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

November 13, 2025 No Comments November 13, 2025

Bitcoin

Earnings Season: Downshifting to a Lower Gear

November 6, 2025 No Comments November 6, 2025

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

A Global Investor’s Outlook: Lessons from Six Decades and Where Opportunity Lies Now

Blue Owls, Blue Canaries, and the Price of Liquidity

No Escape from Disruption — No Matter How Entrenched and Impervious an Industry Seems

Making Japan Great Again

A Week of Big Price Moves, Rotations, and Questions

Mother’s Milk

A Strong Economy… For Some

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

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

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

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

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

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

Periodic Conference Call: Market at the Crossroads

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

Earnings Season: Downshifting to a Lower Gear

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, Inc.

Global Market Commentary Sign Up

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, Inc.

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.