Guild Basic Needs Index – Page 2 – Guild Investment Management

Guild’s Basic Needs Index

Earnings

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

October 30, 2025 No Comments October 30, 2025

Earnings

Falling Rates + Earnings Growth > Cockroaches

October 23, 2025 No Comments October 23, 2025

China

China’s New Economic Blueprint and the Global Liquidity Tide

October 16, 2025 No Comments October 16, 2025

Artificial Intelligence

1999 All Over Again?

October 9, 2025 No Comments October 9, 2025

Artificial Intelligence

Are Hydrocarbons Becoming “Ownable” Again?

September 25, 2025 No Comments September 25, 2025

Gold

From Magnets To Money: Rare Earths and Silver’s Next Act

September 18, 2025 No Comments September 18, 2025

Artificial Intelligence

When the Going Gets Weird

August 28, 2025 No Comments August 28, 2025

Active Management

Who Are You Really Rooting For?

August 21, 2025 No Comments August 21, 2025

Markets This Week

The Hidden Risks of Autopilot Investing: Why an Experienced Hand on the Wheel Matters More Than Ever

August 14, 2025 No Comments August 14, 2025

Cryptocurrencies

The U.S. Plot For Digital Asset Domination

July 24, 2025 No Comments July 24, 2025

Alternative Investments

Bitcoin, Again

July 17, 2025 No Comments July 17, 2025

Trade War

Trade Tensions and Negotiation Styles: Beyond the Headlines

July 10, 2025 No Comments July 10, 2025

Earnings

Tariffs, Transitions, and Tailwinds

July 3, 2025 No Comments July 3, 2025

Markets This Week

The U.S. Market at Risk… of Further Melt-Up

June 26, 2025 No Comments June 26, 2025

Artificial Intelligence

Commodity Bull, or Dollar Bear? It’s Neither

June 18, 2025 No Comments June 18, 2025

Artificial Intelligence

Robotics and AI: The Coming Acceleration and Its Investment Implications

June 12, 2025 No Comments June 12, 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

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

Falling Rates + Earnings Growth > Cockroaches

China’s New Economic Blueprint and the Global Liquidity Tide

1999 All Over Again?

Are Hydrocarbons Becoming “Ownable” Again?

From Magnets To Money: Rare Earths and Silver’s Next Act

When the Going Gets Weird

Who Are You Really Rooting For?

The Hidden Risks of Autopilot Investing: Why an Experienced Hand on the Wheel Matters More Than Ever

The U.S. Plot For Digital Asset Domination

Bitcoin, Again

Trade Tensions and Negotiation Styles: Beyond the Headlines

Tariffs, Transitions, and Tailwinds

The U.S. Market at Risk… of Further Melt-Up

Commodity Bull, or Dollar Bear? It’s Neither

Robotics and AI: The Coming Acceleration and Its Investment Implications

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.