Client Portals

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 »
Weekly Insights
David S. Waddell

Inoculating Pandemic Economics

The Full Story: The Fed’s 2% inflation goal represents the shorthand version of “normal” for the markets, but there are other critical markers of normal

Read Blog »
Weekly Insights
David S. Waddell

Heaven Sent 3%!

The Full Story: The Federal Reserve began hiking interest rates off the zero-bound trajectory in March 2022.  At the time, consumer price inflation was running

Read Blog »
Weekly Insights
David S. Waddell

To Lend or Not to Lend?

The Full Story: On Wednesday of this week, the Federal Reserve released the results of its annual bank stress test.  This exercise tests bank solvency

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 »
Weekly Insights
David S. Waddell

Inoculating Pandemic Economics

The Full Story: The Fed’s 2% inflation goal represents the shorthand version of “normal” for the markets, but there are other critical markers of normal

Read Blog »
Weekly Insights
David S. Waddell

Heaven Sent 3%!

The Full Story: The Federal Reserve began hiking interest rates off the zero-bound trajectory in March 2022.  At the time, consumer price inflation was running

Read Blog »
Weekly Insights
David S. Waddell

To Lend or Not to Lend?

The Full Story: On Wednesday of this week, the Federal Reserve released the results of its annual bank stress test.  This exercise tests bank solvency

Read Blog »