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...
by David Wagner | Dec 5, 2022 | Blog, Market Updates
November 2022 Market Recap: The S&P 500 bounce in November (+5.4%) occurred as the US yield curve inverted further as the 10 year treasury yields rallied. This is the second straight month of strong gains, as October returned +8.1%. It feels as if the market is...
by David Wagner | Nov 16, 2022 | Blog, Market Updates
The Cincinnati Bengals had a BYE this week, so I thought that I would do some reflecting not only on their first ten games, but over my last two musings – earnings and the mid-term elections. For the former, unlike the Bengals expectations at the beginning of the...
