The Primary Rationale for the Gold Bull’s Run is Persistent Apathy

Published on January 29, 2026

The near-perfect timing of gold breaking through $5,000 while silver sliced through $100 has grabbed the market’s attention.

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2025’s Implications for the Future: “Some Like it Hot"?

January 29, 2026
In this article, we look both back and forward, first at the 2025 capital markets to analyze not just what happened but also how it fits in the historical context and what we believe it means for 2026 and beyond. We then pivot to our return expectations for major asset classes in the next decade.

2026 Outlook: Competing Dynamics

January 29, 2026
In our 2026 Outlook, we examine three themes that we believe will shape the economy in the coming year and impact the U.S. and global markets. Theme 1: Everyday Impacts of an Uneven Recovery. Theme 2: AI From Hype to Real-World Results. Theme 3: Adding Private Income and Diversification