Client Portals
Weekly Insights
David S. Waddell

Rate-Casting

The Full Story: Thank you to those of our readers who made it to the end of last week’s market missive. I know who you

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Weekly Insights
David S. Waddell

Stumbling Out of the Rally Blocks

The Full Story: The negative-sentiment-to-positive-fundamentals Santa Claus rally we called for last week began with a bang as the Dow rallied nearly 500 points through

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Weekly Insights
David S. Waddell

A Look-See into E and P/E

The Full Story: If you want to know the future value of a chosen market index, you need only to properly forecast two variables. First,

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Weekly Insights
David S. Waddell

Pullback Plays

The Full Story: Last week’s rally fizzled into this week as long-term interest rates resumed their ascent.  The 10-year Treasury revisited 4.3%, exerting downward pressure

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Weekly Insights
David S. Waddell

Rally Revenge!

The Full Story: The books closed on Thursday with the S&P 500 1.7% lower for the month of August.  This may not feel like a

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Other
David S. Waddell

Powell’s Play

The Full Story: Long-term interest rates have drifted higher this month as the US Treasury issued record amounts of bonds to fund the Federal Government’s

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Other
David S. Waddell

Summer’s Bummers

Seasonal Softness The stock market has its own biorhythmic pattern we can often rely on for forecasting. For instance, 2023 had some promising historical return

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Weekly Insights
David S. Waddell

Rate-Casting

The Full Story: Thank you to those of our readers who made it to the end of last week’s market missive. I know who you

Read Blog »
Weekly Insights
David S. Waddell

Stumbling Out of the Rally Blocks

The Full Story: The negative-sentiment-to-positive-fundamentals Santa Claus rally we called for last week began with a bang as the Dow rallied nearly 500 points through

Read Blog »
Weekly Insights
David S. Waddell

A Look-See into E and P/E

The Full Story: If you want to know the future value of a chosen market index, you need only to properly forecast two variables. First,

Read Blog »
Weekly Insights
David S. Waddell

Pullback Plays

The Full Story: Last week’s rally fizzled into this week as long-term interest rates resumed their ascent.  The 10-year Treasury revisited 4.3%, exerting downward pressure

Read Blog »
Weekly Insights
David S. Waddell

Rally Revenge!

The Full Story: The books closed on Thursday with the S&P 500 1.7% lower for the month of August.  This may not feel like a

Read Blog »
Other
David S. Waddell

Powell’s Play

The Full Story: Long-term interest rates have drifted higher this month as the US Treasury issued record amounts of bonds to fund the Federal Government’s

Read Blog »
Other
David S. Waddell

Summer’s Bummers

Seasonal Softness The stock market has its own biorhythmic pattern we can often rely on for forecasting. For instance, 2023 had some promising historical return

Read Blog »