by David Wagner | Apr 1, 2026 | Market Updates
The TV show, South Park, is essentially a weekly fever dream where four foul-mouthed children serve as the only voice of reason in a universe populated by celebrity-obsessed morons and eldritch horrors. It’s the only place on Earth where you can watch a group of...
by David Wagner | Mar 25, 2026 | Blog, Market Updates
Here’s the big story in my mind: the S&P 500 EPS forecasts for 2026 and 2027 are climbing, but this optimistic trend might be a bit of a “smoke screen.” Most of those gains are concentrated in the Energy sector thanks to higher oil prices, which...
by David Wagner | Mar 16, 2026 | Blog, Market Updates
When many things are happening in the world, like right now, remember to keep things in perspective: 1) We don’t know what we don’t know – that’s OK, and 2) The importance of keeping an open mind. We approach this by prioritizing price first...
by David Wagner | Mar 5, 2026 | Blog, Market Updates
I’ll cover 2 topics in this Musing: 1) Iran, and 2) Citrini. I’ve been asked about the Citrini report several times over the past few days, so I wanted to address those questions. The Citrini Research report (titled “The 2028 Global Intelligence...
by David Wagner | Mar 3, 2026 | Blog, Market Updates
Market Recap → A Theme of Disintermediation: Headline returns for the index remained somewhat muted during February; however, underneath the hood from a single stock standpoint, we witnessed a lot of turbulence. This market chop was characterized by a significant...
