by David Wagner | Mar 4, 2025 | Blog, Market Updates
During the month, it felt as if the animal spirits coming out of the election had finally been disrupted by what is perceived to be a certain hyperactivity in Washington when it came to tariffs and, in my opinion, to a lesser extent, the implications of the...
by David Wagner | Feb 28, 2025 | Blog, Market Updates
Hope that everyone has been enjoying some warmer weather this past week. It was a tough winter; the U.S. has been experiencing its coldest winter in ~15 years and amongst the coldest in over 100 years across large swaths of the country, while the Flu season is likely...
by David Wagner | Feb 7, 2025 | Blog, Market Updates
We’re one month down, with 11 months to go and let me tell you, there was a lot to digest in January. Week 1: Rates moving off of a hard landing narrative due to a strong Non-Farm Payrolls (“NFP”); Week 2: Goldilocks Vibe (lighter-than-expected CPI);...
by David Wagner | Feb 5, 2025 | Blog, Market Updates
Market Recap – January 2025: It was a very interesting month, as the market navigated a slew of headlines that, at first glance, seemed to be potential negative game changers for the market. 1) Threat of tariffs, and 2) Ramifications of DeepSeek. Yet, the market...
by David Wagner | Jan 31, 2025 | Blog, Market Updates
I’ve fielded a lot of questions about DeepSeek and its potential ramifications on the stock market – I’ll be the first to say that I am not a pro in the technical jargon about Artificial General Intelligence (“AGI”), but I do think that...
by David Wagner | Jan 2, 2025 | Blog, Market Updates
Market Recap – December 2024: The rally in stocks in 2023 was driven, mostly, by hope of market friendly events: The end of rate hikes and start of rate cuts, the economy slowing to a soft, not hard, landing, AI profit explosions and positive geopolitical resolutions....
