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Finance

Gold at $5,000 Is a Bet Against Earnings, and Earnings Are Winning

Gold at $5,000 is priced on geopolitical fear, not productive fundamentals. With the S&P 500 posting its fifth straight quarter of double-digit earnings growth and 14.4% projected for 2026, the opportunity cost of sitting in a non-yielding asset has never been higher.

By Marcus Cole · 5 min read

Finance

The Bubble That Isn't: Why Earnings, Not Emotion, Should Drive Your 2026 Portfolio

The Shiller CAPE ratio just hit its second-highest reading in 155 years, and the bubble warnings are deafening. But with S&P 500 earnings projected to grow 14.4% in 2026 and profit margins on track for record highs, the fundamentals tell a very different story than the fear merchants want you to hear.

By Marcus Cole · 5 min read