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,...
by David Wagner | Sep 12, 2023 | Blog, Macro Updates
The world lost a great icon the other day; Jimmy Buffett. And in honor of the man, the myth, and the legend himself, this Musing is dedicated to him. For those that don’t know, his loyal followers were called the Parrot Heads – a term coined in 1985 in Cincinnati, OH,...
