Weekly Insights
Matt Gentzkow

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

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David S. Waddell
David S. Waddell

Happy Halftime!

While we spend much of our energy looking forward, and we will devote many watts to our upcoming Halftime Outlook, it seems appropriate, and it

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Blog
David S. Waddell

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

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Blog
David S. Waddell

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,

Read Blog »
Weekly Insights
Matt Gentzkow

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

Read Blog »
David S. Waddell
David S. Waddell

Happy Halftime!

While we spend much of our energy looking forward, and we will devote many watts to our upcoming Halftime Outlook, it seems appropriate, and it

Read Blog »
Blog
David S. Waddell

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

Read Blog »
Blog
David S. Waddell

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,

Read Blog »