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
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
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
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
Meet the New Magnificents
As we come to the end of the year, markets have fixated on two primary narratives. First, will the AI trade and Magnificent-7 (Apple, Amazon,
Fed Unwraps Holiday Highs
On Wednesday of this past week, the Federal Reserve concluded their eighth and final FOMC meeting of the year. With a record Government shutdown suspending
Giving Turkey Legs!
For the second year in a row, I have the privilege of writing the week leading up to Thanksgiving, a time for family and feasting.
The Vol of Fall
November has brought about a more turbulent stretch for markets. The longest government shutdown in history officially ended this past Wednesday, but not all sources
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
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
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
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
Meet the New Magnificents
As we come to the end of the year, markets have fixated on two primary narratives. First, will the AI trade and Magnificent-7 (Apple, Amazon,
Fed Unwraps Holiday Highs
On Wednesday of this past week, the Federal Reserve concluded their eighth and final FOMC meeting of the year. With a record Government shutdown suspending
Giving Turkey Legs!
For the second year in a row, I have the privilege of writing the week leading up to Thanksgiving, a time for family and feasting.
The Vol of Fall
November has brought about a more turbulent stretch for markets. The longest government shutdown in history officially ended this past Wednesday, but not all sources