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

Published on 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.

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Unemployment Insurance Weekly Claims Report

January 29, 2026
In the week ending January 24, the advance figure for seasonally adjusted initial claims was 209,000, a decrease of 1,000 from the previous week's revised level. The previous week's level was revised up by 10,000 from 200,000 to 210,000. The 4-week moving average was 206,250, an increase of 2,250 from the previous week's revised average. The previous week's average was revised up by 2,500 from 201

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

January 29, 2026
The near-perfect timing of gold breaking through $5,000 while silver sliced through $100 has grabbed the market’s attention.