by David Wagner | Oct 6, 2026 | Blog, Market Updates
Higher Rates, Resilient Stocks +2.30% S&P 500 Q3 Return -0.35% S&P 500 September Return 31.7% ’26 Estimate S&P 500 Earnings Growth 5.30% 10-Yr Treasury Yield (9/30) Market Recap – Rates Matter, But So Do Profits The story of Q3...
by David Wagner | Sep 21, 2026 | Blog, Market Updates
This year, Fall is arriving alongside a debt conversation that never really goes away, and rates that have climbed to levels unseen in over a decade+. Which brings us to the debt conversation. Many have called the U.S. debt situation a house of cards for decades now,...
by David Wagner | Sep 3, 2026 | Blog, Market Updates
Market Recap – Earnings Growth Was the Star in August: August 2026 opened with real momentum and closed under a shadow of caution. The S&P 500 pushed to an all-time closing high above 7,800 around mid-month, capping a 2.7% gain for the month, as...
by Marketing | Aug 20, 2026 | Blog, Market Updates
TLDR: Earnings were great. I considered using only a picture book to depict this past quarter’s earnings results because words simply can’t do it justice … and I’ve used a lot of words in my most recent Musings. Let’s touch on the...
by David Wagner | Aug 13, 2026 | Blog, Market Updates
Talking bearishly about datacenters is about as cool as Ray Dalio hitting up Ibiza for his 77th birthday. Nonetheless, I’ve been repeatedly asked about datacenters and their recent involvement in increasing leverage through debt issuances, and whether the recent...
by David Wagner | Aug 7, 2026 | Blog, Market Updates
All things considered, a flat month for the S&P in July feels pretty heroic given the headlines – a hedge fund implosion, historic Yen intervention, and a post-FOMC breakout in 30-year yields (and that was just last week), not to mention the renewed tension...
