Client Portals
Blog
David S. Waddell

Growing Gains

Each day investors receive stock market valuation inputs: Fed decisions, economic data releases, fiscal policy changes, sentiment squiggles, weather reports, Superbowl winners, etc. Yet only

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Blog
David S. Waddell

Don’t Sell in May!

The US Federal Reserve operates with a dual mandate. Per Congress, they must pursue policies that support “stable price levels” (2% inflation), and full employment

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Blog
David S. Waddell

Redistricting Returns   

In keeping with our current framework that interest rate wiggles are noise for traders, while economic and earnings growth are news for investors, this week

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Blog
David S. Waddell

Pullbacks Welcome!

Markets sold off this week in reaction to a marginally hotter-than-expected CPI report that marked down the odds of a Fed rate cut in June,

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Man in suit holding hologram of a bank with arrows around it going up
Weekly Insights
David S. Waddell

Pow Pow Powell!

Markets leapt to new record highs this week as Chairman Powell and the FOMC left rates unchanged, maintained their outlook for three cuts in 2024,

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Manager reviewing stats on AI robot
Weekly Insights
David S. Waddell

Appraising AI

The Full Story: I first visited Jekyll Island, Georgia in the mid-90’s, just after the internet went public. For those not familiar with Jekyll Island,

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Blog
David S. Waddell

Growing Gains

Each day investors receive stock market valuation inputs: Fed decisions, economic data releases, fiscal policy changes, sentiment squiggles, weather reports, Superbowl winners, etc. Yet only

Read Blog »
Blog
David S. Waddell

Don’t Sell in May!

The US Federal Reserve operates with a dual mandate. Per Congress, they must pursue policies that support “stable price levels” (2% inflation), and full employment

Read Blog »
Blog
David S. Waddell

Redistricting Returns   

In keeping with our current framework that interest rate wiggles are noise for traders, while economic and earnings growth are news for investors, this week

Read Blog »
Blog
David S. Waddell

Pullbacks Welcome!

Markets sold off this week in reaction to a marginally hotter-than-expected CPI report that marked down the odds of a Fed rate cut in June,

Read Blog »
Man in suit holding hologram of a bank with arrows around it going up
Weekly Insights
David S. Waddell

Pow Pow Powell!

Markets leapt to new record highs this week as Chairman Powell and the FOMC left rates unchanged, maintained their outlook for three cuts in 2024,

Read Blog »
Manager reviewing stats on AI robot
Weekly Insights
David S. Waddell

Appraising AI

The Full Story: I first visited Jekyll Island, Georgia in the mid-90’s, just after the internet went public. For those not familiar with Jekyll Island,

Read Blog »