The Great Rotation of 2026: Shorting Silver, Buying Small Caps, and the AI Renaissance
Executive Summary As we analyze the Market Rotation 2026 in mid-January, global markets are signaling a decisive shift. The geopolitical fear premium is fading, economic indicators suggest a re-acceleration of growth, and the technology sector is evolving from ‘hype’ to ‘agentic utility.’ This post analyzes why this Market Rotation 2026 is forcing a pivot away from precious metals toward … Read more