by David Wagner | Jul 29, 2026 | Blog, Market Updates
First, it’s been a longstanding tradition for me to always send out Ronald Reagan’s Soldier’s Pledge on the 4th of July… I’m just a little (lotta) late this year. It’s a great reminder that it’s always a great time to be an American. Second, please send some...
by David Wagner | Jul 7, 2026 | Blog, Market Updates
Equity Recap – The First Half of 2026 Has Been a Lesson in Resilience, But Not Stability: S&P 500 Has Best Quarter Since 2020, and NASDAQ Has Second Best Since 2001: Markets have absorbed a remarkable sequence of shocks: the Iran war, renewed energy security...
by David Wagner | Jun 10, 2026 | Blog, Market Updates
Tech Gains and AI Optimism Defy Seasonal Slumps in May: The global financial markets put on a resilient performance, shunning the traditional “Sell in May and go away” seasonal slump to book notable gains. The rally was heavily powered by blockbuster...
by David Wagner | May 19, 2026 | Blog, Market Updates
The #1 question that I’ve been getting: Why is the S&P 500 Rallying? As I’ve said, simply put, there’s a profitability boom. “Boom” in EPS beats: 85% of S&P 500 firms beating EPS – the best hit rate in 5 years;...
by David Wagner | May 8, 2026 | Blog, Market Updates
IPO investors are high-fiving right now with 2026 shaping up to be a record year for public offerings. We’ve fielded a lot of questions in regard to the SpaceX IPO, so I thought we’d write a Musing on it. Source: Strategas as of 5.4.26 The...
by David Wagner | May 4, 2026 | Blog, Market Updates
Patience Remains an Investor’s Best Characteristic: The market experienced a powerful, broad-based rally throughout April 2026, marking one of the strongest monthly performances in years as investors shook off the volatility of early spring. The Nasdaq Composite led...
