A Closer Look: How Insurance CIOs See the World

Published on February 5, 2026

Despite an aging credit cycle, private credit still plays a starring role.

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David Morgan's Warning: What Comes Next For Gold And Silver

February 5, 2026
Morgan agreed that the move looks parabolic on a chart. He also cautioned against assuming the rally is just retail euphoria. He pointed out that many physical silver holders have been net sellers even as prices rise, which implies the strongest buying pressure may be coming from larger, more strategic sources.

2026 Off to Solid Start Despite Mixed Reception to Mag 7 Earnings

February 5, 2026
Federal Reserve Chairman Jerome Powell stuck to the script by announcing on Wednesday that the Fed would keep interest rates unchanged. Powell has historically telegraphed interest rate moves, and this time was no exception: the financial markets expected the Fed to stand pat.