by David Wagner | Mar 5, 2026 | Blog, Market Updates
I’ll cover 2 topics in this Musing: 1) Iran, and 2) Citrini. I’ve been asked about the Citrini report several times over the past few days, so I wanted to address those questions. The Citrini Research report (titled “The 2028 Global Intelligence...
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 | 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 | May 30, 2025 | Blog, Market Updates
I hope that everyone had a great Memorial Day Weekend! We’ll start with two newsworthy pieces: 1. Now that the “One, Big Beautiful Bill” has passed the House and is on its way to the Senate, I’ll start shifting some Musing focus over the...
by David Wagner | Jul 16, 2024 | Blog, Market Updates
Before we get into the topic du jour, let’s hit on a few things: Joseph Sykora, CFA, Head of Private Investments at Aptus, sent out an awesome quote this morning: “Equities aren’t offering a great deal of insight either. The stock market isn’t the economy,...
