Client Portals
cat sleeping with paw on computer mouse, stock market and financial charts on the computer screen
Weekly Insights
David S. Waddell

FOMZzz

cat sleeping with paw on computer mouse, stock market and financial charts on the computer screen
Weekly Insights
David S. Waddell

FOMZzz

The Federal Reserve’s FOMC meeting results this week were a snooze fest. The Fed has now held rates steady at 5.5% for 12 months. They

Read Blog »
Weekly Insights
David S. Waddell

Place Your (Dollar & Non-Dollar) Bets!

Markets slid sideways this week lacking meaningful catalysts.  Earnings season has ended.  Inflation data arrived as expected.  Sentiment levels sit at neutral levels.  Interest rates

Read Blog »
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 »
cat sleeping with paw on computer mouse, stock market and financial charts on the computer screen
Weekly Insights
David S. Waddell

FOMZzz

The Federal Reserve’s FOMC meeting results this week were a snooze fest. The Fed has now held rates steady at 5.5% for 12 months. They

Read Blog »
Weekly Insights
David S. Waddell

Place Your (Dollar & Non-Dollar) Bets!

Markets slid sideways this week lacking meaningful catalysts.  Earnings season has ended.  Inflation data arrived as expected.  Sentiment levels sit at neutral levels.  Interest rates

Read Blog »
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 »