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In or Out: Navigating Markets in the Fog of War
We entered 2026 as we almost always do, bullish but fearful. Bullish because, on average, equity markets appreciate 75% of the time in any given
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Filtering The Fight
The conflict in the middle east has largely confused investors and commentators. We have been through many of these military market shocks before and gained
Fog of War
Last week at this time fighting broke out between Iran, Israel, the United States, and more across the Middle East. Swift US military action on
The $5.1 Trillion Multiplier
President Trump delivered his State of the Union address last week. It was long, and like most political speeches, it requires nuance. Rather than dissect
Free Bird!
Congratulations to the US Women’s Hockey team for their stunning defeat of Team Canada in Thursday afternoon’s gold medal game. Electric! Throughout the Olympic Games
Trade Alerts!
W&A clients will soon see confirmations of two rotational trades within our equity portfolios that better align portfolios with our 2026 Outlook (register for our
Meet the New Fed Head
Fifteen months of speculation have now ended. Donald Trump has nominated Kevin Warsh as the 17th Chairman of the Federal Reserve. Warsh has pedigree credentials