Happy Birthday, Baby Bull!
This current bull market turned two years old this week. Over the last 24 months, the S&P 500 has climbed over 60% without experiencing a
Gloves Up!
As we have discussed recently, the Fed’s directive and therefore the market’s attention, has pivoted from fighting inflation to fighting recession. This creates data response
Thanks, China!
This week marked a continuation of the current stock market rally into record territory. Jerome Powell’s bold .50% rate cut boosted markets last week and
Powell Power!
Those of you who viewed our 2024 Halftime Report will recall that we designated the conflict between the backward-looking FOMC and the forward-looking Jerome Powell
What’s Sequestering Stocks?
Periodically, and currently, markets seem disoriented. Soft economic data pairs poorly with small cap outperformance. Higher inflation readings pair poorly with lower rates. US currency
The Powell Payday!
For those who watched our 2024 halftime report, you will recall our concern that the greatest risk for investors resided within the tension between the
Waddell: Rotation trade should continue following recent sell-off
David S. Waddell talks with Frank Holland of CNBC’s Worldwide Exchange.
Happy Birthday, Baby Bull!
This current bull market turned two years old this week. Over the last 24 months, the S&P 500 has climbed over 60% without experiencing a
Gloves Up!
As we have discussed recently, the Fed’s directive and therefore the market’s attention, has pivoted from fighting inflation to fighting recession. This creates data response
Thanks, China!
This week marked a continuation of the current stock market rally into record territory. Jerome Powell’s bold .50% rate cut boosted markets last week and
Powell Power!
Those of you who viewed our 2024 Halftime Report will recall that we designated the conflict between the backward-looking FOMC and the forward-looking Jerome Powell
What’s Sequestering Stocks?
Periodically, and currently, markets seem disoriented. Soft economic data pairs poorly with small cap outperformance. Higher inflation readings pair poorly with lower rates. US currency
The Powell Payday!
For those who watched our 2024 halftime report, you will recall our concern that the greatest risk for investors resided within the tension between the
Waddell: Rotation trade should continue following recent sell-off
David S. Waddell talks with Frank Holland of CNBC’s Worldwide Exchange.
