by David Wagner | Apr 17, 2024 | Blog, Market Updates
A repeated question that I’ve continued to receive is: What’s Going to Kill the Market Rally? In fact, this was the exact question I was asked on Fox Business’s Varney & Co this week. There’s been a lot of people stating: 1) Geopolitical Risks (queue Saturday...
by David Wagner | Apr 10, 2024 | Blog, Market Updates
Over the past few months, many of you have heard us focus much of our market commentary around the perception of equity valuations – that U.S. stocks may not be as expensive as what many perceive, specifically relative to its history. The example that we’ve used is...
by David Wagner | Apr 2, 2024 | Blog, Market Updates
March ‘24 Market Recap: The S&P 500 returned 10.6% in Q1, on a combination of two very powerful forces; dovish central banks and a continued broadening of the AI narrative. The S&P 500 rallied for the fifth straight month in March (a 99th percentile return, in...
by David Wagner | Mar 8, 2024 | Equity Research
Topics for this Musing: Quick Market Commentary Stock of the Quarter Before I start, please remember that we do great individual stock work for concentrated positions of clients. I have opinions and convictions that I’m more than willing to spew. We were very...
by David Wagner | Mar 4, 2024 | Blog, Market Updates
February ‘24 Market Recap: Helped by better-than-expected earnings, the S&P 500 (+5.3% total return) clocked a fresh high in Feb. But just 26% of stocks outperformed the index, similar to recent months, and 45% of the index’s gain came from four stocks:...
