Guild Basic Needs Index – Page 2 – Guild Investment Management

Guild’s Basic Needs Index

Productivity Growth Makes A Comeback In the U.S.

May 2, 2024 No Comments May 2, 2024

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

April 25, 2024 No Comments April 25, 2024

The Electoral Consequences of Inflation Numbers

April 18, 2024 No Comments April 18, 2024

AI and the Financial Sector, and Notes on Resurgent Inflation

April 11, 2024 No Comments April 11, 2024

Healthcare Is Ripe for Disruption… Here Comes AI

And Some Notes On Gold

April 4, 2024 No Comments April 4, 2024

Trimming Japan on Yen Risk

March 28, 2024 No Comments March 28, 2024

Correction? Let’s Hope So!

March 14, 2024 No Comments March 14, 2024

Don’t Get Wedded To A Meme

March 7, 2024 No Comments March 7, 2024

Bitcoin Makes A Run At Its Old Highs

February 29, 2024 No Comments February 29, 2024

Nvidia: One Earnings Call to Rule Them All

Plus Some Notes on Emerging Markets

February 22, 2024 No Comments February 22, 2024

Inflation, Earnings, and the Rally

February 15, 2024 No Comments February 15, 2024

Generative AI: Some Infrastructure Implications

February 8, 2024 No Comments February 8, 2024

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

February 1, 2024 No Comments February 1, 2024

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

January 25, 2024 No Comments January 25, 2024

Earnings Season Arrives: 2024 Expectations Are Key

January 19, 2024 No Comments January 19, 2024

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

January 19, 2024 No Comments January 19, 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

Productivity Growth Makes A Comeback In the U.S.

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

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

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Guild Investment Management

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

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.