by David Wagner | Jun 4, 2024 | Blog, Market Updates
May ‘24 Market Recap – In Like a Lion, Out Like a Lamb: After April came in with showers, May came out like a lamb, driven by a better-than-anticipated earnings season, leading the market higher by nearly 5.0%. In fact, the market hit two new all-time highs during the...
by David Wagner | May 16, 2024 | Blog, Market Updates
I hope everyone survived the great bear market of April 2024. The market clearly created a wall of worry around earnings, and it appears that it largely cleared this hurdle. The April showers gave back much of the Q1 gains as 10-year Treasury yields...
by David Wagner | May 6, 2024 | Blog, Market Updates
April ‘24 Market Recap – Staircase Up, Elevator Down: It was April showers as it was the worst month since September. April has given back much of the Q1 gains as 10-year Treasury yields increased from 4.2% to over 4.6%. S&P 500 has given back ~40%, Midcap ~70%,...
by David Wagner | Apr 17, 2024 | Blog, Market Updates
A repeated question that I’ve continued to receive is: What’s Going to Kill the Market Rally? In fact, this was the exact question I was asked on Fox Business’s Varney & Co this week. There’s been a lot of people stating: 1) Geopolitical Risks (queue Saturday...
by David Wagner | Apr 10, 2024 | Blog, Market Updates
Over the past few months, many of you have heard us focus much of our market commentary around the perception of equity valuations – that U.S. stocks may not be as expensive as what many perceive, specifically relative to its history. The example that we’ve used is...