by David Wagner | Feb 18, 2026 | Blog, Market Updates
This musing is basically a 2:1 special. In the opening monologue, let’s talk about what’s going on underneath the hood of the market, then we’ll get to the Kevin Warsh nomination and what that means for asset allocations (for more on Warsh, here is...
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 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...
by Marketing | Jan 2, 2026 | Market Notes, Media Notes
David Wagner’s 2026 Market Theme: ‘American Psycho’
by David Wagner | Jan 2, 2026 | Market Updates
Mitch Hedberg was an American stand-up comedian whose jokes felt like a stream of brilliant shower thoughts told through a haze of chill confusion. Known for his one-liners, offbeat delivery, and a stage presence that looked halfway between a rock star and a nap,...
