Weekly Market Pulse: What's Your Risk Tolerance?

2026-02-02 09:05:00 ET

While it seems obvious that the future should feature a lower dollar and gold continuing to outperform stocks, that is far from assured. That is the consensus view and while the crowd can be right for a long time, its clairvoyance is inversely proportional to its size. The more consensus the consensus becomes, the less likely it is to happen. I think the right question to be asking right now is what might change to produce a different outcome, something that bucks the consensus? I’ll leave that for a future commentary.

Me, last week

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