Published on February 05, 2026

Weekly Strategy Perspectives - Nuggets versus Noise

Week Ending 02-06-2026. Despite turbulent headlines and brief market volatility, a steady fundamental resilience has underpinned global economies and capital markets, making it essential to cut through the noise to identify the signals that truly matter.

Written by Carol Schleif, CFA, SASB-FSA

Nuggets versus Noise

“If you don’t read the newspaper you’re uninformed.
If you read the newspaper you’re misinformed.”
– Mark Twain

The Through Line: Let’s be honest – there aren’t enough adjectives to describe how wild and wooly the headlines have been in the past 12 months. Yet, global economies have proven astoundingly resilient, and global capital markets even more so (aside from interim pockets of short-lived volatility). What gives? Obscured by the noise, a constructive fundamental through line has endured. This week, we outline strategies to help you separate the clamoring nonsense from legitimate news nuggets worthy of your attention.

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