by David Wagner | Aug 5, 2024 | Blog, Market Updates
July ‘24 Market Recap + Some August: Political fireworks and a dramatic rotation from large to small cap dominated the headlines over the past month. But, more recently to start August, the market went from “soft landing” to “late cycle” very quickly: Earnings:...
by David Wagner | Jul 23, 2024 | Blog, Macro Updates
Multiple clients have asked for thoughts regarding President Joe Biden’s exit from the upcoming election, and its effect on the markets (I hear that “investor” listed at the top is pretty cool). As many of you know, these musings are like a piano...
by David Wagner | Jul 16, 2024 | Blog, Market Updates
Before we get into the topic du jour, let’s hit on a few things: Joseph Sykora, CFA, Head of Private Investments at Aptus, sent out an awesome quote this morning: “Equities aren’t offering a great deal of insight either. The stock market isn’t the economy,...
by David Wagner | Jul 1, 2024 | Market Updates
There Have Been More Ladders than Chutes this Year The children’s game, Chutes and Ladders, originated in ancient India by Buddhists to teach children that the path to righteousness was difficult and riddled with temptation. In its original form, called...
by David Wagner | Jul 1, 2024 | Blog, Market Updates
June ‘24 Market Recap – Let the Good Times Roll: The S&P 500 had its 32nd all-time high this year during the month – ending June slightly off the potential for a 33rd. That is 32 all-time highs out of 125 trading days or 1 ATH every 4 trading days. This year has...
