by David Wagner | Oct 9, 2025 | Blog, Market Updates
Before I start, I’ve continued to receive a lot of questions regarding the U.S. v. International debate. One of the main rules of Wall Street is that attitude follows performance… and performance abroad has been quite good lately. Our team...
by David Wagner | Oct 3, 2025 | Blog, Market Updates
Market Recap September 2025 – Life Certainly Looks Like Easy Street in the Equity Markets: It’s always easier when the markets are going up. Equities have continued to press to all-time highs, and long rates have continued lower. We find it difficult to poke too many...
by David Wagner | Sep 2, 2025 | Blog, Market Updates
Market Recap – August 2025: The market continued its monthly gain streak, as August had every single week during the month have a positive return. The market has been in a rising asset value environment around the world since April, with nearly every equity index at...
by David Wagner | Aug 21, 2025 | Blog, Market Updates
The big debate in the final weeks of Summer is whether the delayed bite of the Administration’s trade and tariff policy will matter more for financial markets than the offset from likely rate cuts, monetary policy and fiscal policy. Best we can tell, it’s the...
by David Wagner | Aug 5, 2025 | Blog, Market Updates
Market Recap – July 2025: July was a great month for risk assets. Historically speaking, when July is a good performance month, it tends to be a strong signal for the remaining part of the year. But, even with a strong month, investors will likely be focusing on the...
by David Wagner | Aug 4, 2025 | Blog, Market Updates
I’m a big believer that in this market, whatever narrative you go looking for, you’ll find it. It’s very rare to find data that is always one-sided and not conflicting. And that’s the exact scenario that we are currently in –...
