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When Super-Cycles Meet Super-Sized Expectations

Markets hit new highs again this week as powerful earnings releases and promising war negotiations cheered investors. The AI Revolution rivals any in world history

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The Market Beneath the Market

The stock market hit new highs again this week as earnings rose, oil fell, and rates retreated. While we talk about “the market” each week,

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The One Data Point That Rules Them All

Oil Prices? Iran has recently increased its defiance. Trump has recently increased his threats. Onshore oil prices peaked this week roughly 10% below their wartime high

In the News

David Waddell on Bloomberg Radio

David Waddell joins Bloomberg Radio to share his take on today’s market activity—and why Waddell & Associates is staying focused on what matters most: the