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...
by David Wagner | Oct 23, 2024 | Blog, Market Updates
We’ve continued to speak to the fact that the market is witnessing a “right tail” event, as the S&P 500 is +40%+ since the recent market bottom of 10/27/2023. Yet, right tails occur more than you think. If you zoom out to a rolling 10YR...
by David Wagner | Oct 2, 2024 | Blog, Market Updates
The Market Hit New Highs, From Different “Whys”: The character of the market changed in Q3, but the direction remained the same with strong breadth. Many have asked if this is a less powerful rally, but the data suggests otherwise: this is still a bull market and it...
by David Wagner | Sep 20, 2024 | Blog, Market Updates
I’m hyped. Things David Wagner is hyped for: I’m hyped for the market; I’m hyped for the Aptus ETF strategies; I’m hyped for the structure of our Asset Allocation (MOAR Stock, Less Bonds, Risk Neutral); I’m hyped for the Oklahoma v....
