Weekly Insights
The Madness of March!
Happy March Madness! Last week, 68 teams were selected to participate in the Men’s NCAA basketball tournament, and today marks the conclusion of the first
Matt Gentzkow
March 22, 2025
Our Blog
Weekly Insights
Riding the Tariff Tornado: Why Market Corrections Are More Opportunity Than Crisis
The Trump administration’s “ready, fire, aim” tariff campaign has produced a “ready, fire, aim” selling campaign within the markets. Over the past three weeks, the
David S. Waddell
March 14, 2025
Weekly Insights
A Fork in the Road
Long-time MLB catcher Yogi Berra is famously attributed with the quote, “When you come to a fork in the road, take it.” Sure, Yogi, got
Matt Gentzkow
March 7, 2025
Weekly Insights
What to Expect from the Unexpected
I hope you have had a chance to watch our 2025 Outlook presentation. If not, click here! In it, we conclude with the notion that
David S. Waddell
March 2, 2025
Weekly Insights
From ‘Hidin’ Biden’ to ‘Talking Trump’: What It Means for Investors
Can you imagine the impact on your family or your business if you thought every thought out loud, just as thought, with emotion and without
David S. Waddell
February 14, 2025
Weekly Insights
Market Signals Amid the Noise: Why Fundamentals Still Rule
No one consumes typeset like Donald Trump. Between tariff fire drills, department closures, federal layoffs, and border reversals, Big Don’s executive orders have rendered the
David S. Waddell
February 7, 2025
Weekly Insights
Charts of the Month: Vol. 1
Chart #1: ‘The January Effect’ Many in the industry use technical analysis, which is a term for the evaluation of the trend in price and
Matt Gentzkow
February 1, 2025
Weekly Insights
The “Golden Age of America”
We are one week into Trump’s second Presidency, and we can finally begin to separate the wheat from the chaff in terms of the administration’s
Matt Gentzkow
January 24, 2025
