by David Wagner | Aug 18, 2022 | Blog, Macro Updates
For the first time in a while, we have something to discuss coming out of Washington D.C. On Tuesday, President Biden signed into law the Inflation Reduction Act (“IRA”), which should be termed the Build Back Smaller Act, as the package is a slimmed down version of...
by David Wagner | Aug 8, 2022 | Blog, Macro Updates
Simply put, most market pundits were probably too pessimistic on the future earnings picture in the U.S. – at least for this quarter. I believe that corporate earnings surprised a lot of people – there was broad-based strength in the Mega-Caps, the most cyclical areas...
by David Wagner | Aug 1, 2022 | Blog, Market Updates
Developments Over the Past Month July 2022 Market Recap: The month of July was driven by better-than-feared earnings, economic data, and falling inflation expectations. The market spent most of June pricing in an earnings Armageddon that has yet to come to...
by David Wagner | Aug 1, 2022 | Blog, Macro Updates
A common misconception in the market is that it is difficult to invest in small-caps due to concerns regarding size and liquidity. Understandably, this could have been the case a few decades ago, but we don’t believe that remains true in today’s world. Over the last...
by David Wagner | Jul 19, 2022 | Blog, Macro Updates
What an awesome 150th British Open this past weekend at St. Andrews! For those following, it was an interesting week for the players at “The Old Course”, as this is the first major since a lot of drama went down regarding the formation of the Saudi Arabian-backed golf...
