Weekly Insights
David S. Waddell
February 7, 2025
Blog
David S. Waddell
December 8, 2024
Weekly Insights
Market Signals Amid the Noise: Why Fundamentals Still Rule
No one consumes typeset like Donald Trump. Between tariff fire drills, department closures, federal layoffs, and border reversals, Big Don’s executive orders have rendered the
David S. Waddell
February 7, 2025
Weekly Insights
Charts of the Month: Vol. 1
Chart #1: ‘The January Effect’ Many in the industry use technical analysis, which is a term for the evaluation of the trend in price and
Matt Gentzkow
February 1, 2025
Weekly Insights
The “Golden Age of America”
We are one week into Trump’s second Presidency, and we can finally begin to separate the wheat from the chaff in terms of the administration’s
Matt Gentzkow
January 24, 2025
Weekly Insights
A Cycle Comparison
US markets have kicked off 2025 mostly without a clear sense of direction, however the calendar year isn’t necessarily what’s most important during market and
Matt Gentzkow
January 19, 2025
Weekly Insights
‘Twas the Night Before Christmas!
Before I get to the main course of this holiday blog, let’s briefly review the week that saw US equities have a healthy market correction.
Matt Gentzkow
December 20, 2024
David S. Waddell
How You Feelin’??
At the end of 2022, economic, investor, and consumer sentiment reached some of the lowest levels in history. Economists and business leaders expected a recession
David S. Waddell
December 15, 2024
Blog
Insights from NYC: Trump’s Tariff Strategy, Market Trends, and 2025 Investment Outlook
Periodically, I spend time in New York meeting with investment managers, channel partners, and media outlets. While I enjoy Zoom meetings and telephone calls, conversations
David S. Waddell
December 8, 2024
Weekly Insights
W&A Thanksgiving Turkey Leg Award!
Thanksgiving week is upon us, and with it comes a uniquely American opportunity to pause, reflect, and appreciate all that we have.
Matt Gentzkow
November 22, 2024
Weekly Insights
Market Signals Amid the Noise: Why Fundamentals Still Rule
No one consumes typeset like Donald Trump. Between tariff fire drills, department closures, federal layoffs, and border reversals, Big Don’s executive orders have rendered the
David S. Waddell
February 7, 2025
Weekly Insights
Charts of the Month: Vol. 1
Chart #1: ‘The January Effect’ Many in the industry use technical analysis, which is a term for the evaluation of the trend in price and
Matt Gentzkow
February 1, 2025
Weekly Insights
The “Golden Age of America”
We are one week into Trump’s second Presidency, and we can finally begin to separate the wheat from the chaff in terms of the administration’s
Matt Gentzkow
January 24, 2025
Weekly Insights
A Cycle Comparison
US markets have kicked off 2025 mostly without a clear sense of direction, however the calendar year isn’t necessarily what’s most important during market and
Matt Gentzkow
January 19, 2025
Weekly Insights
‘Twas the Night Before Christmas!
Before I get to the main course of this holiday blog, let’s briefly review the week that saw US equities have a healthy market correction.
Matt Gentzkow
December 20, 2024
David S. Waddell
How You Feelin’??
At the end of 2022, economic, investor, and consumer sentiment reached some of the lowest levels in history. Economists and business leaders expected a recession
David S. Waddell
December 15, 2024
Blog
Insights from NYC: Trump’s Tariff Strategy, Market Trends, and 2025 Investment Outlook
Periodically, I spend time in New York meeting with investment managers, channel partners, and media outlets. While I enjoy Zoom meetings and telephone calls, conversations
David S. Waddell
December 8, 2024
Weekly Insights
W&A Thanksgiving Turkey Leg Award!
Thanksgiving week is upon us, and with it comes a uniquely American opportunity to pause, reflect, and appreciate all that we have.
Matt Gentzkow
November 22, 2024