Reading Lounge

Weekly Strategic Insights

handshake 2

Wage Bowl!

coins on laptop debt

The Debt Threat!

David Waddell and Rachelle Akuffo on Yahoo! Finance May 12, 2023

Behind the Camera

bored lady looking out e1683389465970

Boring is Better

A compass being held over abstract finance charts

Compass Check

happy businessman

The Recession Celebration!

good news bad news e1680442208373

Why Dost Thou Rally?

SVB e1678627853670

Breaking Banks

vineyard grapes e1677870080514

2023: Taking Stock

bull bear fight scaled

The Economy Strikes Back!

stock market money e1676070188336

Fly, Markets, Fly!

market rally e1674938739318

Rally Hat Trick?

inflation deflation e1673792769806

Inflation Deflates while Earnings Inflate… To Date!

help not wanted e1673189873273

Happy New Year?

Fed pivot e1671304253660

The New Powell Pivot

unemployment next exit e1670694760894

The Drive For 5

Speedometer 2023 e1670159494417

Powell Claus

Santa boxing gloves e1668865557446

Rally Reasons for the Season

Woman with long hair holding a smart phone; the words "FOMO - Fear of Missing Out" on the phone screen.

The FOMO Rally!

Perry tax conference e1667688246936

A Letter from the Tax Conference

shutterstock 2201387809 e1667138092156

What a Week

shutterstock 1091522177 e1665926479613

Keep Your Dollars and Sense Within the Vehicle

shutterstock 1056334235

Patience Plays

Boxer silhouette fighting in a dark foggy room

The Beatings Will Continue Until Inflation Improves

shutterstock 178928558 e1663504092638

Prediction? Pain

shutterstock 1847053156 e1662174696502

Belabored

shutterstock 1177648870

What I Would Have Said

shutterstock 269058320 e1661024299874

Q2 Earnings Learnings

shutterstock 196543520 e1658529773543

King Dollar

shutterstock 353337650

The Fed Must Now Target “Good” Inflation

a person circling job listings on a newspaper with a pen

The “Job-Full” Recession

shutterstock 1893693409 1

Good Riddance!

shutterstock 609325478 e1656248597518

Putting the Pencil to It

shutterstock 639293281 e1655640005526

The Federal Reserve Gets Oily

shutterstock 118031290

Reading Bullard’s Body Language

shutterstock 1291580431 e1652615676612

You Are What You Earn

shutterstock 2018940092 e1652013991642

Good News Wednesday, Bad News Thursday

shutterstock 716367556 e1651411164546

The Psychological Bottom

shutterstock 659379322 e1650802845941

Valuations and Earnings Face-Off

shutterstock 1197373000 e1649598051935

The Fed vs. Everybody

shutterstock 1029074743 e1648847027982

Down But Not Out

shutterstock 49213123

Can US Consumers Afford Inflation?

shutterstock 62345068 e1647178053759

Bond Barometers

shutterstock 1823287892 e1646518252155

Powell vs. Putin

shutterstock 538230814 scaled e1645973245225

The Good News About Bad News

shutterstock 448064212 e1644080826623

Assessin’ the Risk of Recession

shutterstock 766847608 e1642262480120

Low Valuations and Patience Pay

shutterstock 81827446

Federal Reverse

shutterstock 468006

Fed-Fretting

shutterstock 229789723

Peak Inflation?

shutterstock 671045104 e1635026231628

Profits Shock!

shutterstock 373700113 scaled e1633832113803

Take this Job!

shutterstock 1655890180 e1633210443338

Inflation Inflammation

Waddell & Associates

Not The Worst Birthday Present Ever…

shutterstock 1596736327 e1631450039897

Surprise!

shutterstock 2015368325 e1629636966275

Why Worry?

shutterstock 52697125 e1628965202470

Money, Money, Money

shutterstock 1677981868 e1627320302644

Digging into the Delta

Picture1 e1626540401520

Defending the Fed

shutterstock 1613692945 e1624649867582

Mid-Year Market Physical

shutterstock 1934543072 e1621686933661

Stop Inflation Hyperventilation

shutterstock 1937802472 e1620505802897

The Elephants Dance!

shutterstock 1128135506 e1619812651472

Why Do I Own Bonds Anyway?

shutterstock 1959977146 e1619281148159

Give Growth A Chance

shutterstock 737639845 e1618845699627

The Superlative Status Quo

shutterstock 1823748671 e1616331173684

The End of Fed-casting

shutterstock 691685071 e1615123939913

What Will Rise As Rates Rise?

shutterstock 279749603 e1614525510522

Assessing the Market’s Current “Overvalued-ness”

shutterstock 45646846 e1613311426496

Getting to Know What You Need to Know

shutterstock 1486855688 e1612707516654

Dollars To Donuts

shutterstock 1904251756 e1612100530547

The Fundamental and the Fantastical

shutterstock 1715566273 e1610890360256

2021: Where Will the S&P Be?

shutterstock 88610206 e1610286268532

Why This Market Rises

shutterstock 413145040 e1608475709113

The Downside of Optimism

Crystal ball chart e1607209726824

You Are What You Watch

shutterstock 101012161

If You Thought 2020 Was Surprising… Wait until 2021!

shutterstock 586111529 e1604841373668

Divided We Rise!

shutterstock 132414956 e1603025960885

Deficits Widen with Biden!

shutterstock 1411043612 e1601152202649

Presidential Returns

shutterstock 3236106 e1599943334790

The Contrarians Strike Back

shutterstock 401325058

Fed-flation

Waddell & Associates

The Folly of Fear

shutterstock 1704791407

Stimulus or Bust

shutterstock 1407997352 e1595620776209

It’s Time for a Change

shutterstock 128730038 e1593348197211

The Rise and Fall of COVID

picture 1 3 e1592743411921

How to Value this Recovery

photo picture

More Money = More Everything

Leading indicators e1590325215121

Reconciling Wall Street and Main Street

Join forces against CV impact scaled e1589662505703

The People Vs. The United States of America

Daffodils in the rain e1588374139990

May-Be

V shape birds e1587299277188

The Halfway Point

hero

Jerome Powell Saves the Day

Coronavirus stocks e1585942234166

Peak Fear?

shutterstock 1435627613 scaled e1583674403623

This Nonsense is Making Sense

Cover

China, First In/First Out

shutterstock 1459809377 scaled e1582468849622

Happy Birthday, China???

shutterstock 64998109 e1581791172969

Worry is a Waste of Money

Waddell & Associates

Coronavirus and Brexit and Impeachment, Oh My!

shutterstock 1448601506

The Virus and the Antidote

worldwar3

World War 3

Image 1

Happy New Year!

job interview e1575915398839

Let There Be Jobs!

currency dec 2019 e1576389035388

Hopes emerge!

Calendar Image

2012, 2016, and Now 2019?

golfer in a suit

Why Markets Rise as Discourse Falls

Wheee... It's More QE!

Wheee… it’s more QE!

dollar 2

Another Stimulus Miss

chart 1

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!

More Insights
All Weekly Insights

Quarterly Cues from Phyllis

More Insights
All Quarterly Insights

Newsletters

Waddell & Associates
The Strategist: Are You Recession Ready?
Waddell & Associates
The Strategist: The Neglected Part of Your Net Worth

Powered by

Blueprint.Inc
Blueprint.Inc