by Marketing | Aug 20, 2026 | Blog, Market Updates
TLDR: Earnings were great. I considered using only a picture book to depict this past quarter’s earnings results because words simply can’t do it justice … and I’ve used a lot of words in my most recent Musings. Let’s touch on the...
by David Wagner | Aug 13, 2026 | Blog, Market Updates
Talking bearishly about datacenters is about as cool as Ray Dalio hitting up Ibiza for his 77th birthday. Nonetheless, I’ve been repeatedly asked about datacenters and their recent involvement in increasing leverage through debt issuances, and whether the recent...
by David Wagner | Aug 7, 2026 | Blog, Market Updates
All things considered, a flat month for the S&P in July feels pretty heroic given the headlines – a hedge fund implosion, historic Yen intervention, and a post-FOMC breakout in 30-year yields (and that was just last week), not to mention the renewed tension...
by David Wagner | May 19, 2026 | Blog, Market Updates
The #1 question that I’ve been getting: Why is the S&P 500 Rallying? As I’ve said, simply put, there’s a profitability boom. “Boom” in EPS beats: 85% of S&P 500 firms beating EPS – the best hit rate in 5 years;...
by David Wagner | Mar 25, 2026 | Blog, Market Updates
Here’s the big story in my mind: the S&P 500 EPS forecasts for 2026 and 2027 are climbing, but this optimistic trend might be a bit of a “smoke screen.” Most of those gains are concentrated in the Energy sector thanks to higher oil prices, which...
