by David Wagner | Jan 24, 2023 | Blog, Macro Updates
It’s showtime baby! As many of y’all are aware, Q4 earnings season tends to be a bit longer than the others, as it takes a little while longer for companies to close the books on their year-end. We expect earnings to take the center stage going forward, where...
by David Wagner | Jan 23, 2023 | Blog, Macro Updates
Unfortunately, we are about to talk politics – let’s rip the band aid off and dive in. The U.S. just hit its debt limit. Taking a Trip Down Memory Lane Essentially, the political environment in D.C. in ’11 is much like today – Dem. President / Dem....
by David Wagner | Jan 23, 2023 | Market Updates
As one of the most searing dissections of 1980s yuppie culture, American Psycho has become a movie with a cult following, as it depicts Patrick Bateman’s journey of a part-time Wall Street brokerwith a full-time serial killer. American Psycho is complex film. By the...
by David Wagner | Jan 18, 2023 | Blog, Macro Updates
Stocks have rallied to start 2023 and the biggest reason for the early gains is that investors are interpreting further declines in inflation, slowing economic growth, and less-hawkish Fed rhetoric as increasing the chances for an economic “soft landing.” For...
by David Wagner | Jan 3, 2023 | Blog, Market Updates
December 2022 Market Recap: There was no “Santa Claus” rally in December – more of a “Santa Snooze” – as the market traded effectively sideways the last 2 weeks to finish the year at ~3840 on the S&P 500, near the midpoint of the ~3500-4200 range we have...
