Matt Gentzkow
Matt Gentzkow

The Power of Productivity

The Full Story: You might have missed it, and I wouldn’t blame you. Amid the daily whirlwind of political drama, from a federal takeover of

Read Blog »
David S. Waddell
David S. Waddell

The Reason for the Season

Four times a year, companies report their prior quarter’s financial results. Analysts refer to this as earnings season. Remember that stock prices (P) represent earnings results

Read Blog »
David S. Waddell
David S. Waddell

Tallying Tariffs

It’s July. Trump’s campaign promises have largely been fulfilled. DOGE blasted off and slashed $150 billion in expenses.  Southern border encounters fell in June to 9,306 vs.

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People cheering at a football stadium
Weekly Insights
Matt Gentzkow

Halftime Highs!

What a roller coaster of a first half! As I’ve told many, the first few months of 2025 have felt like a few years at

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Blog
David S. Waddell

As Goes the US Consumer…

As goes the US consumer, so goes the American economy.  Many economic and investment maxims fail to stand the test of time.  This one does. 

Read Blog »
Matt Gentzkow
Matt Gentzkow

The Power of Productivity

The Full Story: You might have missed it, and I wouldn’t blame you. Amid the daily whirlwind of political drama, from a federal takeover of

Read Blog »
David S. Waddell
David S. Waddell

The Reason for the Season

Four times a year, companies report their prior quarter’s financial results. Analysts refer to this as earnings season. Remember that stock prices (P) represent earnings results

Read Blog »
David S. Waddell
David S. Waddell

Tallying Tariffs

It’s July. Trump’s campaign promises have largely been fulfilled. DOGE blasted off and slashed $150 billion in expenses.  Southern border encounters fell in June to 9,306 vs.

Read Blog »
People cheering at a football stadium
Weekly Insights
Matt Gentzkow

Halftime Highs!

What a roller coaster of a first half! As I’ve told many, the first few months of 2025 have felt like a few years at

Read Blog »
Blog
David S. Waddell

As Goes the US Consumer…

As goes the US consumer, so goes the American economy.  Many economic and investment maxims fail to stand the test of time.  This one does. 

Read Blog »