Markets Absorb Inflation Noise as Rotation Broadens

Published on January 21, 2026

Markets pushed to new highs again last week as investors looked past headline inflation noise and focused on improving breadth beneath the surface.

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Silver Now Ranks as the Second-Most Valuable Asset in the World

January 21, 2026
Several dynamics have converged to drive silver higher, including spillover effects from the gold bull market, steady industrial demand, surging investment demand, inflation, and geopolitical uncertainty. However, one factor is the key driver – there isn’t enough metal.

Areté Market Review Q4 25

January 21, 2026
Despite a fair amount of news and histrionics in the fourth quarter, stock and bond returns were relatively modest. The S&P 500 posted a moderate rise of about 2.5% and the TLT bond ETF lost about 1%.