Weekly Insights
Matt Gentzkow
May 9, 2025
Weekly Insights
Corporate Buybacks: Inspiring Confidence or Engineering Financials?
In recent decades, corporate stock buybacks have become a force in the financial landscape. Once rare, buybacks are now one of the most common ways
Matt Gentzkow
May 9, 2025
Weekly Insights
Keeping Calm Even When Markets Aren’t
For most investors, watching the market go down can be directly related to how much anxiety goes up. An emotional response to extreme market volatility
Teresa J.W. Bailey
May 7, 2025
Weekly Insights
The First Saturday in May
In what can feel like an early kickoff to summer, the first Saturday in May draws millions to the heart of Kentucky for the annual
Matt Gentzkow
May 2, 2025
David S. Waddell
The Tariff Trauma Starts Now
President Trump began his tough talk on tariffs years ago, but the marketplace vastly underestimated the brute force of the reciprocal tariffs initiated on “Liberation
David S. Waddell
April 26, 2025
Weekly Insights
How to Trade the Trump Two Step
I spent this week in New York City visiting with the media and debating current events with a variety of experts. The volatility in markets
David S. Waddell
April 11, 2025
David S. Waddell
The Great American Restructuring
On Wednesday of this week, President Trump unveiled his tariff tonic for what ails the American economy. As we discussed last week, Trump has three
David S. Waddell
April 5, 2025
David S. Waddell
Why So “Tariffied”?
Earlier this year, we shared our 2025 Outlook presentation entitled, “That’s the Spirit! How the Revival of Animal Spirits will Impact Economies and Markets in
David S. Waddell
March 29, 2025
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
Weekly Insights
Corporate Buybacks: Inspiring Confidence or Engineering Financials?
In recent decades, corporate stock buybacks have become a force in the financial landscape. Once rare, buybacks are now one of the most common ways
Matt Gentzkow
May 9, 2025
Weekly Insights
Keeping Calm Even When Markets Aren’t
For most investors, watching the market go down can be directly related to how much anxiety goes up. An emotional response to extreme market volatility
Teresa J.W. Bailey
May 7, 2025
Weekly Insights
The First Saturday in May
In what can feel like an early kickoff to summer, the first Saturday in May draws millions to the heart of Kentucky for the annual
Matt Gentzkow
May 2, 2025
David S. Waddell
The Tariff Trauma Starts Now
President Trump began his tough talk on tariffs years ago, but the marketplace vastly underestimated the brute force of the reciprocal tariffs initiated on “Liberation
David S. Waddell
April 26, 2025
Weekly Insights
How to Trade the Trump Two Step
I spent this week in New York City visiting with the media and debating current events with a variety of experts. The volatility in markets
David S. Waddell
April 11, 2025
David S. Waddell
The Great American Restructuring
On Wednesday of this week, President Trump unveiled his tariff tonic for what ails the American economy. As we discussed last week, Trump has three
David S. Waddell
April 5, 2025
David S. Waddell
Why So “Tariffied”?
Earlier this year, we shared our 2025 Outlook presentation entitled, “That’s the Spirit! How the Revival of Animal Spirits will Impact Economies and Markets in
David S. Waddell
March 29, 2025
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