by David Wagner | Jan 28, 2022 | Blog, Market Reviews
The recent market volatility has been keeping us busy, or maybe the fact that I’m still celebrating a Cincinnati Bengals playoff victory against the first-seeded Tennessee Titans last week – WHY NOT US? Speaking of Value, at the beginning of the year, the...
by David Wagner | Jan 24, 2022 | Market Updates
The Road Goes on Forever, But the Party Never Ends? Cathie was an Investor at the only Growth shop in town, She had a reputation as a girl that’s investments only go down, Down Wall Street after midnight with a brand-new pack of ETFs, A fresh new low on...
by David Wagner | Jan 21, 2022 | Blog, Market Reviews
Last week, we covered the age old question of “Domestic vs. International”. Let’s make this a bit more intimate with a more recently debated topic, given the rally in cyclicals –Small v. Large. Many of y’all have heard my spiel on this numerous times –get ready for it...
by David Wagner | Jan 5, 2022 | Blog, Market Reviews
Over the next few weeks, I’m going to put out a series of analysis on 2021, hitting some of the bigger relative opportunity sets within the equity market: Week 1: Domestic v. International Week 2: Small v. Large Week 3: Value v. Growth Domestic v....
by David Wagner | Jan 4, 2022 | Blog, Market Reviews
Developments over the Past Month: Monthly Recap: Do you believe in Santa Claus? The market obviously did, as December, which tends to be a seasonally strong month, saw the S&P 500 rally 4.5%. With the S&P 500 finishing the year up 28.71%, 2021 ranked as...
