by David Wagner | Mar 1, 2022 | Blog, Market Reviews
The market, measured by the S&P 500, officially entered a “correction” phase, as investors continue to disseminate the latest news on the Russia/Ukraine front. Markets have been attempting to price in worst case scenarios as it pertains to Russia and Ukraine over...
by David Wagner | Feb 28, 2022 | Blog, Macro Updates
Update on Russia/Ukraine Asset Allocation Implications: How might the current geopolitical tension between Russia and Ukraine impact a client’s asset allocation? Yes; the simple answer would be that we’ve seen substantial volatility in the equity markets –...
by David Wagner | Feb 22, 2022 | Blog, Macro Updates
The culmination of the NFL season tends to coincide with another ending – Q4 earnings season, as 82% of the S&P 500 constituents have now reported. Fourth-quarter earnings have come in high versus historical norms, albeit slightly below previous quarters. We knew...
by David Wagner | Feb 21, 2022 | Blog, Macro Updates
Risk is the game of world conquest, and Vladimir Putin is currently Player 1, as Russia has been on an epic struggle for Ukraine domination ever since they voted overwhelmingly for independence in 1991 (from the Soviet Union). Yet, investors and NATO should have taken...
by David Wagner | Feb 10, 2022 | Equity Case Studies, Equity Research, Research Reports
Who-Dey Fans- I am writing this with a smile on my face. The Cincinnati Bengals are going to the Superbowl – something I never thought I’d say – I’ve re-watched the game thrice. I keep my “Joey Burrow Prayer Candle” next to my laptop, as I don’t want to let it out of...
