Growing Gains
Each day investors receive stock market valuation inputs: Fed decisions, economic data releases, fiscal policy changes, sentiment squiggles, weather reports, Superbowl winners, etc. Yet only
Don’t Sell in May!
The US Federal Reserve operates with a dual mandate. Per Congress, they must pursue policies that support “stable price levels” (2% inflation), and full employment
Redistricting Returns
In keeping with our current framework that interest rate wiggles are noise for traders, while economic and earnings growth are news for investors, this week
MSFT, GOOGL, INTEL: Expectations for Big Tech Earnings
David talks with Schwab Network’s Nicole Petallides about AI expectations, tech earnings, and investing strategies in this market environment. Watch now
Pullbacks Welcome!
Markets sold off this week in reaction to a marginally hotter-than-expected CPI report that marked down the odds of a Fed rate cut in June,
Wall St. Journal: Tech Stock Rebound Sends Nasdaq Composite to New Record
David Waddell offers his take on the current economic environment. Read now
“Hey AI, How Much Money Will You Make?”
As markets gyrated this week between “will they” or “won’t they” June rate cut debates, I withdrew to focus on larger and more important questions.
March US payrolls beat expectations; wages increase steadily
David Waddell discusses the market reaction to the employment report. Read now
Growing Gains
Each day investors receive stock market valuation inputs: Fed decisions, economic data releases, fiscal policy changes, sentiment squiggles, weather reports, Superbowl winners, etc. Yet only
Don’t Sell in May!
The US Federal Reserve operates with a dual mandate. Per Congress, they must pursue policies that support “stable price levels” (2% inflation), and full employment
Redistricting Returns
In keeping with our current framework that interest rate wiggles are noise for traders, while economic and earnings growth are news for investors, this week
MSFT, GOOGL, INTEL: Expectations for Big Tech Earnings
David talks with Schwab Network’s Nicole Petallides about AI expectations, tech earnings, and investing strategies in this market environment. Watch now
Pullbacks Welcome!
Markets sold off this week in reaction to a marginally hotter-than-expected CPI report that marked down the odds of a Fed rate cut in June,
Wall St. Journal: Tech Stock Rebound Sends Nasdaq Composite to New Record
David Waddell offers his take on the current economic environment. Read now
“Hey AI, How Much Money Will You Make?”
As markets gyrated this week between “will they” or “won’t they” June rate cut debates, I withdrew to focus on larger and more important questions.
March US payrolls beat expectations; wages increase steadily
David Waddell discusses the market reaction to the employment report. Read now
