ABOUT US
Overview
The W&A Story
Meet Our W&A Family
Careers
WORKING WITH US
Services
W&Ai Investments
W&A LIBRARY
Reading Lounge
Video Lounge
CONTACT US
We're Hiring!
Client Login
Talk to a Strategist
David S. Waddell
Mr. Market, We Respectfully and Gleefully Disagree!
Pullback Plays
Rally Revenge!
Powell’s Play
Summer’s Bummers
Inoculating Pandemic Economics
Heaven Sent 3%!
To Lend or Not to Lend?
The Rally of the Rest
The Three Recessions
Wage Bowl!
The Debt Threat!
Behind the Camera
Boring is Better
Compass Check
The Recession Celebration!
Why Dost Thou Rally?
Breaking Banks
2023: Taking Stock
The Economy Strikes Back!
Fly, Markets, Fly!
Rally Hat Trick?
Inflation Deflates while Earnings Inflate… To Date!
Happy New Year?
The New Powell Pivot
The Drive For 5
Powell Claus
Rally Reasons for the Season
The FOMO Rally!
What a Week
Keep Your Dollars and Sense Within the Vehicle
Patience Plays
The Beatings Will Continue Until Inflation Improves
Prediction? Pain
Belabored
What I Would Have Said
Q2 Earnings Learnings
King Dollar
The Fed Must Now Target “Good” Inflation
The “Job-Full” Recession
Good Riddance!
Putting the Pencil to It
The Federal Reserve Gets Oily
Reading Bullard’s Body Language
You Are What You Earn
Good News Wednesday, Bad News Thursday
The Psychological Bottom
Valuations and Earnings Face-Off
The Fed vs. Everybody
Down But Not Out
Can US Consumers Afford Inflation?
Bond Barometers
Powell vs. Putin
The Good News About Bad News
Assessin’ the Risk of Recession
Low Valuations and Patience Pay
Federal Reverse
Fed-Fretting
Peak Inflation?
Profits Shock!
Take this Job!
Inflation Inflammation
Surprise!
Why Worry?
Money, Money, Money
Digging into the Delta
Defending the Fed
Mid-Year Market Physical
Stop Inflation Hyperventilation
The Elephants Dance!
Give Growth A Chance
The Superlative Status Quo
The End of Fed-casting
What Will Rise As Rates Rise?
Assessing the Market’s Current “Overvalued-ness”
Getting to Know What You Need to Know
The Fundamental and the Fantastical
Dollars To Donuts
2021: Where Will the S&P Be?
Why This Market Rises
The Downside of Optimism
You Are What You Watch
If You Thought 2020 Was Surprising… Wait until 2021!
Divided We Rise!
Deficits Widen with Biden!
Presidential Returns
The Contrarians Strike Back
Fed-flation
The Folly of Fear
Stimulus or Bust
It’s Time for a Change
The Rise and Fall of COVID
How to Value this Recovery
More Money = More Everything
Reconciling Wall Street and Main Street
The People Vs. The United States of America
May-Be
The Halfway Point
Jerome Powell Saves the Day
Peak Fear?
This Nonsense is Making Sense
China, First In/First Out
Happy Birthday, China???
Worry is a Waste of Money
Coronavirus and Brexit and Impeachment, Oh My!
The Virus and the Antidote
World War 3
Happy New Year!
Let There Be Jobs!
Hopes emerge!
2012, 2016, and Now 2019?
Why Markets Rise as Discourse Falls
Wheee… it’s more QE!
First Trade, Then Manufacturing, Now Services…What About Earnings?
Another Stimulus Miss
Deal? Or No Deal?
Mr. Fiscal Fire and Mr. Monetary Freeze Conspire
The Global Political Recession Summons The Global Economic Recession
What’s To Like?
Present Your Proof, Please!
Newsletters
The Strategist: Are You Recession Ready?
The Strategist: The Neglected Part of Your Net Worth
Subscribe here
Sign up to receive the weekly W&A Weekly Strategic Insights in your email.
Submit
Powered by
Blueprint.Inc