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
Daily Mail: America created 303,000 jobs in March – smashing expectations in boost to economy… but what does it mean for your 401(K)?
David Waddell talks of how markets were able to digest the high number of jobs because wages were down slightly. Read now
The small-cap run starts in earnest now, says David Waddell
David talks with Frank Holland on CNBC, unpacking the Fed’s latest news and what it means for the markets. Watch now
Guest Column: 2024 gets mean – What investors and business owners can expect this year
Read now
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
Daily Mail: America created 303,000 jobs in March – smashing expectations in boost to economy… but what does it mean for your 401(K)?
David Waddell talks of how markets were able to digest the high number of jobs because wages were down slightly. Read now
The small-cap run starts in earnest now, says David Waddell
David talks with Frank Holland on CNBC, unpacking the Fed’s latest news and what it means for the markets. Watch now
Guest Column: 2024 gets mean – What investors and business owners can expect this year
Read now