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Filtering The Fight
The conflict in the middle east has largely confused investors and commentators. We have been through many of these military market shocks before and gained
David S. Waddell
March 13, 2026
Our Blog
Weekly Insights
Fog of War
Last week at this time fighting broke out between Iran, Israel, the United States, and more across the Middle East. Swift US military action on
Matt Gentzkow
March 6, 2026
Blog
The $5.1 Trillion Multiplier
President Trump delivered his State of the Union address last week. It was long, and like most political speeches, it requires nuance. Rather than dissect
Matt Gentzkow
March 1, 2026
Blog
Free Bird!
Congratulations to the US Women’s Hockey team for their stunning defeat of Team Canada in Thursday afternoon’s gold medal game. Electric! Throughout the Olympic Games
Matt Gentzkow
February 20, 2026
Weekly Insights
Trade Alerts!
W&A clients will soon see confirmations of two rotational trades within our equity portfolios that better align portfolios with our 2026 Outlook (register for our
David S. Waddell
February 7, 2026
Weekly Insights
Meet the New Fed Head
Fifteen months of speculation have now ended. Donald Trump has nominated Kevin Warsh as the 17th Chairman of the Federal Reserve. Warsh has pedigree credentials
David S. Waddell
February 1, 2026
Weekly Insights
Championship Investing: What Indiana Football Teaches About Market Success
The Indiana Hoosiers are national champions… in football. Yes, that Indiana. If I woke up with my head sewn to the carpet, I wouldn’t be
Matt Gentzkow
January 23, 2026
Weekly Insights
Earnings Accelerator
As fourth quarter earnings season gets underway, investor attention is again split between earnings expectations and reported realities. Earnings estimates for 2026 point to another
Matt Gentzkow
January 18, 2026