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Valuation Snapshot: 2026 Opens with Demanding Multiples
2026 Begins with Gold Leadership and Portfolio Caution
Global Reserves: The New Unwritten Standard
The Powell Succession: The Future of the Federal Reserve Is at Stake
The United States Faces a Macroeconomic Fracture: Strong Data, Sinking Confidence
Global Inflation Has Triumphed: Purchasing Power Has Surrendered
Tether Breaks Into the Gold Market
How Is an Interest Rate Decided at the Federal Reserve?
AI in Historical Perspective
The Market’s Omen: The Return of the Hindenburg Signal
The Temples of the New Capitalism
The Roots of Progress: From Knowledge to Innovation
The Productivity Paradox
The Age of the Intangible
The Resilient Allure of Luxury
The Shrinking Giant: Fed’s Balance Sheet Dilemma
Beyond Stocks: The Collectibles Boom
The Vanishing Risk Premium: Bonds vs. Equities
The Anatomy of Inequality in America
