by David Wagner | Jul 16, 2021 | Market Updates
The Backdrop for 2H 2021: The Good: Better Economic Data – Economic data, which lags the stock market, hit rock-bottom last year, but we believe signs of a recovery have continued to appear, most notably with the recent Non-Farm Payroll and ISM data....
by David Wagner | Jul 2, 2021 | Market Updates
Developments over the Past Month: Stocks continue to chop between the 4050 – 4300 SPX range that they have been trapped in since mid-April – though, it ended the month on the higher end of this level. A second meme stock rally has filled the news headlines in an...
by David Wagner | Jun 2, 2021 | Market Updates
Developments over the Past Month: Thus far, 2021 has continued the inflation theme in the market. Value continues to outpace growth, small caps have performed well, and bond yields reflated. The bond and equity market are signaling two different inflationary...
by David Wagner | May 28, 2021 | Blog
Going into this year, a theme for our clients was that “the path of least resistance is up, but we could encounter some type of volatility”. This is exactly what we have seen thus far this year, and we continue to believe that this will be the case moving forward. So,...
by David Wagner | May 20, 2021 | Blog, Macro Updates
As of May 14th, 91% of the S&P 500 have reported earnings (440 companies). The first quarter of 2021 saw S&P 500 earnings at $48.21, besting Wall Street expectations by 21% – this is the biggest beat in recent memory. Not only that, but Investors have...
