by David Wagner | Apr 2, 2026 | Blog, Market Updates
Quarter Market Recap – A Resilient Market: Domestic and International markets were not a “safe space” for the risk-averse investors in Q1 2026. The quarter was defined by a sharp shift from early optimism to pronounced volatility, as geopolitical shocks and macro...
by David Wagner | Mar 25, 2026 | Blog, Market Updates
Here’s the big story in my mind: the S&P 500 EPS forecasts for 2026 and 2027 are climbing, but this optimistic trend might be a bit of a “smoke screen.” Most of those gains are concentrated in the Energy sector thanks to higher oil prices, which...
by David Wagner | Mar 5, 2026 | Blog, Market Updates
I’ll cover 2 topics in this Musing: 1) Iran, and 2) Citrini. I’ve been asked about the Citrini report several times over the past few days, so I wanted to address those questions. The Citrini Research report (titled “The 2028 Global Intelligence...
by David Wagner | Mar 3, 2026 | Blog, Market Updates
Market Recap → A Theme of Disintermediation: Headline returns for the index remained somewhat muted during February; however, underneath the hood from a single stock standpoint, we witnessed a lot of turbulence. This market chop was characterized by a significant...
by David Wagner | Feb 23, 2026 | Blog, Market Updates
Last week was supposed to be a quiet, short week; it was anything but. Cue Friday, February 20th: 1) SCOTUS Tariff decision (deemed illegal), 2) Core PCE (higher than expected), and 3) First look at Q4 GDP (lower than expected). But, before we dive in, below is one of...
by David Wagner | Feb 18, 2026 | Blog, Market Updates
This musing is basically a 2:1 special. In the opening monologue, let’s talk about what’s going on underneath the hood of the market, then we’ll get to the Kevin Warsh nomination and what that means for asset allocations (for more on Warsh, here is...
