David Waddell Posts

Blog

Mr. Warsh Meets the Market

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David S. Waddell June 12, 2026

Blog

When Super-Cycles Meet Super-Sized Expectations

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David S. Waddell May 30, 2026

Blog

The Market Beneath the Market

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David S. Waddell May 8, 2026

Blog

The One Data Point That Rules Them All

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David S. Waddell May 2, 2026

Blog

Markets at Record Highs: The Math Behind Earnings Growth and Market Valuations

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David S. Waddell April 18, 2026

In the News

David Waddell on Bloomberg Radio

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David S. Waddell April 3, 2026

Blog

In or Out: Navigating Markets in the Fog of War

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David S. Waddell March 27, 2026

Blog

Filtering The Fight

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David S. Waddell March 13, 2026