Newsletters
February 1, 2026
February 2026 Newsletter
January was good and we tactically sold gold into strength. We are
modestly overweight stocks with incrementally greater emphasis on
foreign and mid-caps.
We expect 2026 to be volatile, especially mid-year – but we are
also optimistic that strong momentum, solid earnings and the promise
of productivity gains may yield further upside. We continue to
monitor and adapt to leadership changes.
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