Client Portals
Weekly Insights
David S. Waddell

Powell vs. Putin

The Full Story: Since the Russian invasion began, oil prices have risen 20%, wheat prices have risen 20% and the 5-year breakeven inflation rate has

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Weekly Insights
David S. Waddell

This Nonsense is Making Sense

The Full Story Equity markets managed gains on the week despite all of the coronavirus commotion.  Economic releases portrayed underlying strength beneath the economy, but

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Weekly Insights
David S. Waddell

China, First In/First Out

The Full Story: Welcome to yet another freaky weekly wrap up.  Markets hit the panic button this week as the migration of the coronavirus from

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Weekly Insights
David S. Waddell

Happy Birthday, China???

The Full Story Markets retreated on yet another fearful Friday this week after hitting new all-time highs on Wednesday.  The coronavirus again dominated headlines as

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Weekly Insights
David S. Waddell

Worry is a Waste of Money

The Full Story The contrast between the market’s returns on Fridays and non-Fridays this year perfectly sums up the dueling perspectives on the coronavirus.  Year

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Weekly Insights
David S. Waddell

The Virus and the Antidote

The Full Story: Despite concurrent lousy economic and earnings fundamentals, robust asset class returns last year forecasted robust fundamental gains for 2020.  Fortunately, while the

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Weekly Insights
David S. Waddell

World War 3

On Iran Iran was established as a religious state in 1979 when the Ayatollah Khomeini overthrew the incumbent monarchy and became the Supreme Leader.  Over

Read Blog »
Weekly Insights
David S. Waddell

Powell vs. Putin

The Full Story: Since the Russian invasion began, oil prices have risen 20%, wheat prices have risen 20% and the 5-year breakeven inflation rate has

Read Blog »
Weekly Insights
David S. Waddell

This Nonsense is Making Sense

The Full Story Equity markets managed gains on the week despite all of the coronavirus commotion.  Economic releases portrayed underlying strength beneath the economy, but

Read Blog »
Weekly Insights
David S. Waddell

China, First In/First Out

The Full Story: Welcome to yet another freaky weekly wrap up.  Markets hit the panic button this week as the migration of the coronavirus from

Read Blog »
Weekly Insights
David S. Waddell

Happy Birthday, China???

The Full Story Markets retreated on yet another fearful Friday this week after hitting new all-time highs on Wednesday.  The coronavirus again dominated headlines as

Read Blog »
Weekly Insights
David S. Waddell

Worry is a Waste of Money

The Full Story The contrast between the market’s returns on Fridays and non-Fridays this year perfectly sums up the dueling perspectives on the coronavirus.  Year

Read Blog »
Weekly Insights
David S. Waddell

The Virus and the Antidote

The Full Story: Despite concurrent lousy economic and earnings fundamentals, robust asset class returns last year forecasted robust fundamental gains for 2020.  Fortunately, while the

Read Blog »
Weekly Insights
David S. Waddell

World War 3

On Iran Iran was established as a religious state in 1979 when the Ayatollah Khomeini overthrew the incumbent monarchy and became the Supreme Leader.  Over

Read Blog »