Client Portals
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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Weekly Insights
David S. Waddell

The Noise: The Fed

The Full Story: On Wednesday, the Federal Reserve chose to leave rates unchanged for the fourth consecutive meeting.  Market participants (i.e., algorithms) scrutinized every word

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Weekly Insights
David S. Waddell

The #1 Thing

The Full Story: As this year closes, I am particularly grateful that our optimistic outlook for 2023 came to pass. Our primary investment thesis contained

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Weekly Insights
David S. Waddell

The Everything Rally

The Full Story: On Wednesday, Chairman Powell finally said what most of the investment world has been thinking: With inflation falling convincingly, it’s time to

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Weekly Insights
David S. Waddell

Migrating to Mandate #2

The Full Story: The US Central Bank has two congressional mandates. First, maintain stable prices. They must pursue monetary policies that limit inflation/deflation and price

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Weekly Insights
David S. Waddell

Rally Resilience

The Full Story: S&P 500 earnings declined (compared with year ago levels) in the 4th quarter of 2022, the first quarter of 2023, and the

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Weekly Insights
David S. Waddell

Go With the Flow

The Full Story: Santa has delivered!  The S&P 500 now has advanced 10% of the Halloween lows. Even more encouraging, participation has broadened beyond the

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 »
Weekly Insights
David S. Waddell

The Noise: The Fed

The Full Story: On Wednesday, the Federal Reserve chose to leave rates unchanged for the fourth consecutive meeting.  Market participants (i.e., algorithms) scrutinized every word

Read Blog »
Weekly Insights
David S. Waddell

The #1 Thing

The Full Story: As this year closes, I am particularly grateful that our optimistic outlook for 2023 came to pass. Our primary investment thesis contained

Read Blog »
Weekly Insights
David S. Waddell

The Everything Rally

The Full Story: On Wednesday, Chairman Powell finally said what most of the investment world has been thinking: With inflation falling convincingly, it’s time to

Read Blog »
Weekly Insights
David S. Waddell

Migrating to Mandate #2

The Full Story: The US Central Bank has two congressional mandates. First, maintain stable prices. They must pursue monetary policies that limit inflation/deflation and price

Read Blog »
Weekly Insights
David S. Waddell

Rally Resilience

The Full Story: S&P 500 earnings declined (compared with year ago levels) in the 4th quarter of 2022, the first quarter of 2023, and the

Read Blog »
Weekly Insights
David S. Waddell

Go With the Flow

The Full Story: Santa has delivered!  The S&P 500 now has advanced 10% of the Halloween lows. Even more encouraging, participation has broadened beyond the

Read Blog »