Waddell & Associates

David S. Waddell

SVB e1678627853670

Breaking Banks

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2023: Taking Stock

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The Economy Strikes Back!

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Fly, Markets, Fly!

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Rally Hat Trick?

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Inflation Deflates while Earnings Inflate… To Date!

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Happy New Year?

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The New Powell Pivot

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The Drive For 5

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Powell Claus

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Rally Reasons for the Season

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The FOMO Rally!

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What a Week

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Keep Your Dollars and Sense Within the Vehicle

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Patience Plays

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The Beatings Will Continue Until Inflation Improves

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Prediction? Pain

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Belabored

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What I Would Have Said

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Q2 Earnings Learnings

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King Dollar

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The Fed Must Now Target “Good” Inflation

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The “Job-Full” Recession

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Good Riddance!

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Putting the Pencil to It

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The Federal Reserve Gets Oily

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Reading Bullard’s Body Language

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You Are What You Earn

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Good News Wednesday, Bad News Thursday

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The Psychological Bottom

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Valuations and Earnings Face-Off

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The Fed vs. Everybody

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Down But Not Out

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Can US Consumers Afford Inflation?

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Bond Barometers

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Powell vs. Putin

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The Good News About Bad News

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Assessin’ the Risk of Recession

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Low Valuations and Patience Pay

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Federal Reverse

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Fed-Fretting

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Peak Inflation?

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Profits Shock!

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Take this Job!

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Inflation Inflammation

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Surprise!

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Why Worry?

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Money, Money, Money

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Digging into the Delta

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Defending the Fed

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Mid-Year Market Physical

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Stop Inflation Hyperventilation

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The Elephants Dance!

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Give Growth A Chance

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The Superlative Status Quo

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The End of Fed-casting

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What Will Rise As Rates Rise?

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Assessing the Market’s Current “Overvalued-ness”

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Getting to Know What You Need to Know

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Dollars To Donuts

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The Fundamental and the Fantastical

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2021: Where Will the S&P Be?

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Why This Market Rises

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The Downside of Optimism

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You Are What You Watch

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If You Thought 2020 Was Surprising… Wait until 2021!

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Divided We Rise!

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Deficits Widen with Biden!

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Presidential Returns

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The Contrarians Strike Back

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Fed-flation

Waddell & Associates

The Folly of Fear

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Stimulus or Bust

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It’s Time for a Change

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The Rise and Fall of COVID

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How to Value this Recovery

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More Money = More Everything

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Reconciling Wall Street and Main Street

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The People Vs. The United States of America

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May-Be

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The Halfway Point

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Jerome Powell Saves the Day

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Peak Fear?

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This Nonsense is Making Sense

Cover

China, First In/First Out

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Happy Birthday, China???

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Worry is a Waste of Money

Waddell & Associates

Coronavirus and Brexit and Impeachment, Oh My!

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The Virus and the Antidote

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World War 3

Happy New Year!

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Let There Be Jobs!

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Hopes emerge!

Calendar Image

2012, 2016, and Now 2019?

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Why Markets Rise as Discourse Falls

Wheee... It's More QE!

Wheee… it’s more QE!

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First Trade, Then Manufacturing, Now Services…What About Earnings?

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Another Stimulus Miss

Waddell & Associates

Deal? Or No Deal?

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Mr. Fiscal Fire and Mr. Monetary Freeze Conspire

Waddell & Associates

The Global Political Recession Summons The Global Economic Recession

Waddell & Associates

What’s To Like?

Waddell & Associates

Present Your Proof, Please!

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