by David Wagner | Oct 6, 2026 | Blog, Market Updates
Higher Rates, Resilient Stocks +2.30% S&P 500 Q3 Return -0.35% S&P 500 September Return 31.7% ’26 Estimate S&P 500 Earnings Growth 5.30% 10-Yr Treasury Yield (9/30) Market Recap – Rates Matter, But So Do Profits The story of Q3...
by David Wagner | Oct 1, 2026 | Market Updates
They’ve called Dolly Parton the Backwoods Barbie for decades, and she’s been warning folks not to buy the act since her very first hit. It was 1967, the song was “Dumb Blonde,” and the message was plain as a Tennessee morning: don’t...
by David Wagner | Sep 21, 2026 | Blog, Market Updates
This year, Fall is arriving alongside a debt conversation that never really goes away, and rates that have climbed to levels unseen in over a decade+. Which brings us to the debt conversation. Many have called the U.S. debt situation a house of cards for decades now,...
by David Wagner | Sep 3, 2026 | Blog, Market Updates
Market Recap – Earnings Growth Was the Star in August: August 2026 opened with real momentum and closed under a shadow of caution. The S&P 500 pushed to an all-time closing high above 7,800 around mid-month, capping a 2.7% gain for the month, as...
by David Wagner | Aug 13, 2026 | Blog, Market Updates
Talking bearishly about datacenters is about as cool as Ray Dalio hitting up Ibiza for his 77th birthday. Nonetheless, I’ve been repeatedly asked about datacenters and their recent involvement in increasing leverage through debt issuances, and whether the recent...
