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...
by David Wagner | Apr 30, 2026 | Blog, Market Updates
I thought the old saying was: “Markets fall like an elevator, but rise like an escalator”, but I guess it’s the opposite as of late. In 2026, the market had its fastest recovery to all-time-highs (“ATH”) following an 8% drop. The market...
by David Wagner | Apr 2, 2026 | Blog, Market Updates
Quarter Market Recap – A Resilient Market: Domestic and International markets were not a “safe space” for the risk-averse investors in Q1 2026. The quarter was defined by a sharp shift from early optimism to pronounced volatility, as geopolitical shocks and macro...
