06 Feb 2026
What the heck is going on? Quite a start to 2026
There is an old saying that goes, “The future looks about as clear as mud.” As we launch into 2026, that’s about how it feels right now. The problem is that there seems to be a random assortment of unrelated, yet important investment issues to digest, but it is difficult to weave them into a cohesive narrative. The road seems not only muddy, but rocky too, and no one seems to know where we are going.
The issues, just to name a few:
- Are we facing a continuation of the broadening trade, or a return to tech?
- Are we seeing the return of inflation?
- The Fed seems to be in a corner.
- How to hedge the “everything boom.”
- And all the other bombshell headlines that were
thrown at us this month.
We are going to attempt to touch on all these important topics for 2026 in this brief format. Furthermore, we will provide the usual market and strategy positioning updates, and the much-loved Fund of the Month. As always, if this briefing stirs any questions, please reach out to us; we are a friendly bunch.
Read more in the February Monthly Briefing.
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