Debasement Trade About Face

The shine came off of precious metals just as investors piled into the debasement trade on the heels of the Dollar’s decline leaving a raft of questions about which assets to hold in times of uncertainty. We sift through the smelting pot, and Gargi Chaudhuri of Blackrock breaks it down and helps us refocus on the themes that will actually matter to investors this year. Plus, insiders are selling at multi-year highs, even though the stock market is showing signs of a healthy rotation. What do they know that we don’t, and will the January effect be worthy of its legacy in 2026?

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