Blog
Mr. Warsh Meets the Market
On June 17, new Fed Head Kevin Warsh will hold his first post-FOMC press conference to comment on the rate decision, his outlook for employment
David S. Waddell
June 12, 2026
Our Blog
Blog
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
David S. Waddell
May 30, 2026
Blog
The Third Engine of Portfolio Diversification
The month of May is one of the biggest times of the year in my hometown in central Indiana. The racing world turns its attention
Matt Gentzkow
May 15, 2026
Blog
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,
David S. Waddell
May 8, 2026
Blog
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
David S. Waddell
May 2, 2026
Blog
Markets at Record Highs: The Math Behind Earnings Growth and Market Valuations
The world is in crisis. War rages. Tariffs disrupt. Allegiances fray. Protests seethe. Impeachment looms. Consumer confidence sits at record lows. US markets sit at
David S. Waddell
April 18, 2026
Blog
The Masters and the Market: 2026’s Firm-and-Fast Conditions
Wake up! It is Sunday morning at Augusta National, the place where fans are called patrons, the back nine is the second nine, and each
Matt Gentzkow
April 11, 2026
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
David S. Waddell
April 3, 2026