by David Wagner | Feb 3, 2026 | Blog, Market Updates
Market Recap → A Month of Headline Digestion: The theme of January is perhaps best captured in how the black swan events that cropped up— Venezuela, Japan, Greenland—were unable to derail the cyclical and secular momentum that has been driving stocks for much of the...
by Marketing | Jan 27, 2026 | Market Notes, Media Notes
Big Tech earnings to test AI rally as resurgent Alphabet takes lead
by David Wagner | Jan 23, 2026 | Blog, Market Updates
The pace of change these days, whether it’s technology or geopolitics, is absolutely stunning: Maduro, Greenland, Venezuela, Lisa Cook, Powell, etc. The factors, the stocks, the sectors, are moving at warp speed under the S&P 500. In a nutshell, financial assets...
by Marketing | Jan 23, 2026 | Market Notes, Media Notes
Intel Returns to Losses as Supply Shortages, Spending Weigh on Q4 Results
by David Wagner | Jan 5, 2026 | Blog, Market Updates
Market Recap December 2025: U.S. and global equities posted solid full-year gains in 2025, but the ride was much choppier than the headline returns suggest, with multiple 5–10% pullbacks clustered around policy and geopolitical shocks. Large-cap U.S. growth and tech...