Signal vs. Noise: Markets, Misconceptions, and the Case for Optimization in 2026
Etftrends·2026-02-20 17:11
Signal vs. Noise: Markets, Misconceptions, and the Case for Optimization in 2026The central theme of 2025 was the disconnect between market sentiment and economic reality. The year began with widespread apprehension regarding aggressive tariffs and forecasts of a recession. Yet, it concluded with global equities at all-time highs and the U.S. economy maintaining consistent growth as the anticipated economic contraction failed to materialize.The fourth quarter reflected this broad dynamic. Markets focused on ...