by David Wagner | Jul 1, 2026 | Market Updates
The award-winning HBO series, Succession, is a razor-sharp corporate tragedy centered on the inevitable chaos of a changing of the guard, proving that transition is rarely a smooth or welcoming process. When the formidable patriarch of a global media empire, Logan...
by David Wagner | Jun 10, 2026 | Blog, Market Updates
Tech Gains and AI Optimism Defy Seasonal Slumps in May: The global financial markets put on a resilient performance, shunning the traditional “Sell in May and go away” seasonal slump to book notable gains. The rally was heavily powered by blockbuster...
by David Wagner | May 19, 2026 | Blog, Market Updates
The #1 question that I’ve been getting: Why is the S&P 500 Rallying? As I’ve said, simply put, there’s a profitability boom. “Boom” in EPS beats: 85% of S&P 500 firms beating EPS – the best hit rate in 5 years;...
by David Wagner | May 8, 2026 | Blog, Market Updates
IPO investors are high-fiving right now with 2026 shaping up to be a record year for public offerings. We’ve fielded a lot of questions in regard to the SpaceX IPO, so I thought we’d write a Musing on it. Source: Strategas as of 5.4.26 The...
by David Wagner | May 4, 2026 | Blog, Market Updates
Patience Remains an Investor’s Best Characteristic: The market experienced a powerful, broad-based rally throughout April 2026, marking one of the strongest monthly performances in years as investors shook off the volatility of early spring. The Nasdaq Composite led...
