by David Wagner | Dec 2, 2024 | Blog, Market Updates
Market Recap – November 2024: The market boasted its best month of the year, as market bulls believe that President-elect Donald Trump is the nominal GDP growth candidate. In a way, the market took the exact playbook from Trump 1.0 in November 2016 and transcribed it...
by David Wagner | Nov 27, 2024 | Blog, Market Updates
Given the breadth of questions that I’ve received on President-elect Trump’s cabinet picks I thought I’d start with some commentary. In my opinion, the market is not political. It doesn’t care about political views and rhetoric, suggested...
by David Wagner | Nov 7, 2024 | Blog, Market Updates
It’s over. But, in a way…it has only just begun. Election Superlatives: 9 out of the past 10 elections, the results have yielded a situation where power flipped parties. This has been the highest level of political regime volatility since the Civil War....
by David Wagner | Nov 1, 2024 | Blog, Market Updates
Both the S&P 500 and Russell 2000 marked their last major correction low roughly one year ago (10/27/2023) with each now in the top decile of their historical 12-month price momentum. Yet, small cap stocks have underperformed their larger cap brethren during this...
by David Wagner | Nov 1, 2024 | Blog, Market Updates
Market Recap – October 2024: Broad markets were down during October, but that should not be a surprise to investors, as it tends to be the worst month in an election year. But, on the flipside, what also shouldn’t surprise investors is that there tends to be strength...
