Guild Basic Needs Index – Page 2 – Guild Investment Management

Guild’s Basic Needs Index

Gold

Why Gold Is Correcting

April 9, 2026 No Comments April 9, 2026

Iran

Strait Talk: Bull and Bear Scenarios

April 2, 2026 No Comments April 2, 2026

Emerging Markets

Emerging Markets at the Crossroads: Opportunity, Risk, and the Iran War

March 26, 2026 No Comments March 26, 2026

Uncategorized

Second Order Effects: Fertilizer

March 19, 2026 No Comments March 19, 2026

China

The Great Game, 21st Century Edition

March 12, 2026 No Comments March 12, 2026

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

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

Why Gold Is Correcting

Strait Talk: Bull and Bear Scenarios

Emerging Markets at the Crossroads: Opportunity, Risk, and the Iran War

Second Order Effects: Fertilizer

The Great Game, 21st Century Edition

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

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.

Subscribe To Guild's Global Market Commentary

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.

Subscribe To Guild's Global Market Commentary

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.