Weekly Insights
Matt Gentzkow

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

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Blog
Matt Gentzkow

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

Read Blog »
eagle_soaring
Blog
Matt Gentzkow

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

Read Blog »
Weekly Insights
David S. Waddell

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

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Weekly Insights
David S. Waddell

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

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hand holding rocket ship that's blasting upward
Weekly Insights
Matt Gentzkow

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

Read Blog »
David S. Waddell
David S. Waddell

Place Your Bets!

Markets have certainly wished investors Happy New Year with roaring returns over the first 5 days of 2026. This may sound novel but returns over

Read Blog »
Weekly Insights
Matt Gentzkow

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

Read Blog »
Blog
Matt Gentzkow

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

Read Blog »
eagle_soaring
Blog
Matt Gentzkow

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

Read Blog »
Weekly Insights
David S. Waddell

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

Read Blog »
Weekly Insights
David S. Waddell

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

Read Blog »
hand holding rocket ship that's blasting upward
Weekly Insights
Matt Gentzkow

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

Read Blog »
David S. Waddell
David S. Waddell

Place Your Bets!

Markets have certainly wished investors Happy New Year with roaring returns over the first 5 days of 2026. This may sound novel but returns over

Read Blog »