by David Wagner | Feb 21, 2022 | Blog, Macro Updates
Risk is the game of world conquest, and Vladimir Putin is currently Player 1, as Russia has been on an epic struggle for Ukraine domination ever since they voted overwhelmingly for independence in 1991 (from the Soviet Union). Yet, investors and NATO should have taken...
by David Wagner | Feb 10, 2022 | Equity Case Studies, Equity Research, Research Reports
Who-Dey Fans- I am writing this with a smile on my face. The Cincinnati Bengals are going to the Superbowl – something I never thought I’d say – I’ve re-watched the game thrice. I keep my “Joey Burrow Prayer Candle” next to my laptop, as I don’t want to let it out of...
by David Wagner | Jan 28, 2022 | Blog, Market Reviews
The recent market volatility has been keeping us busy, or maybe the fact that I’m still celebrating a Cincinnati Bengals playoff victory against the first-seeded Tennessee Titans last week – WHY NOT US? Speaking of Value, at the beginning of the year, the...
by David Wagner | Jan 24, 2022 | Market Updates
The Road Goes on Forever, But the Party Never Ends? Cathie was an Investor at the only Growth shop in town, She had a reputation as a girl that’s investments only go down, Down Wall Street after midnight with a brand-new pack of ETFs, A fresh new low on...
by David Wagner | Jan 21, 2022 | Blog, Market Reviews
Last week, we covered the age old question of “Domestic vs. International”. Let’s make this a bit more intimate with a more recently debated topic, given the rally in cyclicals –Small v. Large. Many of y’all have heard my spiel on this numerous times –get ready for it...
