by David Wagner | Dec 2, 2025 | Blog, Market Updates
Market Recap November 2025: November wrapped up with a choppy, but ultimately modest month for U.S. equities, as a late-month rally helped the S&P 500 claw back from an early-November slide and finish roughly flat to slightly positive on a total-return basis....
by David Wagner | Nov 28, 2025 | Blog, Market Updates
Happy Thanksgiving! At the Wagner household, Arlo Guthrie’s 1967 20′ masterpiece, Alice’s Restaurant, is viewed as a Thanksgiving fan favorite, likely because I’m the only one living in the household. Enjoy. Much like in my beloved Bengals’...
by David Wagner | Nov 14, 2025 | Blog, Market Updates
Bye weeks are huge. The Cincinnati Bengals had a bye week this past weekend; their defense needed it, our tailgate needed it, and I needed it. But, one of the biggest questions coming out of last week is simply if the Supreme Court is going to say “bye”,...
by David Wagner | Nov 3, 2025 | Blog, Market Updates
Market Recap October 2025: The seasonals did not seasonal, as a historically known weak month, had strong returns for risk assets. In October 2025, the U.S. stock market delivered robust gains, with the S&P 500 climbing about 2.3% and setting new all-time highs,...
by David Wagner | Oct 16, 2025 | Blog, Market Updates
With earnings season beginning this morning, I decided to write our Q3 2025 Earnings Preview on a flight to Omaha. And while heading to this special investment city, it’s hard to not be reminded of Warren Buffett, but many of you know my thoughts on The Oracle of...
