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 | Oct 1, 2026 | Market Updates
They’ve called Dolly Parton the Backwoods Barbie for decades, and she’s been warning folks not to buy the act since her very first hit. It was 1967, the song was “Dumb Blonde,” and the message was plain as a Tennessee morning: don’t...
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 David Wagner | Aug 5, 2026 | Blog, Market Updates
Equity Recap – The Year Has Been a Great Lesson in Resilience: In July 2026, equity markets experienced a sharp internal rotation as investors pulled back from high-flying mega-cap tech and AI trades, favoring defensive, value, and quality equities instead. While the...
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...
