Guild Basic Needs Index – Page 3 – Guild Investment Management

Geopolitics At the Fore As we write, the news coming across the wire is about an attack conducted by unknown actors which has killed more than a hundred Iranians gathered for a memorial at the grave of Qasem Soleimani — a prominent Iranian military leader who was himself killed in

January 4, 2024 No Comments January 4, 2024

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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

Don’t Fear the Dip — Just Be Ready to Buy It

The Electoral Consequences of Inflation Numbers

AI and the Financial Sector, and Notes on Resurgent Inflation

Healthcare Is Ripe for Disruption… Here Comes AI

Trimming Japan on Yen Risk

Correction? Let’s Hope So!

Don’t Get Wedded To A Meme

Bitcoin Makes A Run At Its Old Highs

Nvidia: One Earnings Call to Rule Them All

Inflation, Earnings, and the Rally

Generative AI: Some Infrastructure Implications

Europe: Sometimes a Trade, But Hostility to Capital Undermines Longer-Term Outperformance

AI, GLP-1s and GDP Growth (And Some Notes on Japan and Korea)

Earnings Season Arrives: 2024 Expectations Are Key

Guild’s Periodic Conference Call: A Bullish Setup For A Year of Fears

Cage Match: Earnings Outlook vs. Geopolitics

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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.

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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.