by David Wagner | Aug 7, 2026 | Blog, Market Updates
All things considered, a flat month for the S&P in July feels pretty heroic given the headlines – a hedge fund implosion, historic Yen intervention, and a post-FOMC breakout in 30-year yields (and that was just last week), not to mention the renewed tension...
by David Wagner | Aug 5, 2026 | Blog, Market Updates
Equity Recap – The Year Has Been a Great Lesson in Resilience: In July 2026, equity markets experienced a sharp internal rotation as investors pulled back from high-flying mega-cap tech and AI trades, favoring defensive, value, and quality equities instead. While the...
by David Wagner | Jul 29, 2026 | Blog, Market Updates
First, it’s been a longstanding tradition for me to always send out Ronald Reagan’s Soldier’s Pledge on the 4th of July… I’m just a little (lotta) late this year. It’s a great reminder that it’s always a great time to be an American. Second, please send some...
by David Wagner | Jul 7, 2026 | Blog, Market Updates
Equity Recap – The First Half of 2026 Has Been a Lesson in Resilience, But Not Stability: S&P 500 Has Best Quarter Since 2020, and NASDAQ Has Second Best Since 2001: Markets have absorbed a remarkable sequence of shocks: the Iran war, renewed energy security...
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...
