Articles by David Waddell
- Research
The Hidden Market Signals Driving Stocks Right Now
The stock market hit new highs again this week as earnings rose, oil fell, and rates retreated.
- Market Intelligence
Mag 7 Spending Surge Is Reshaping Markets More Than Oil Prices Ever Could
With oil rising, Mag 7 monetization fears growing, and the Fed in disarray, what marks markets at new highs?
- Research
Markets Keep Climbing Despite Chaos: Simple Math Behind Rally
During the military campaign, longer term economic stimulus more than offset shorter term economic suppressants.
- Research
Markets in War Mode: Stay Invested or Step Aside? What History Says Matters Most
That will invite tax loss harvesting and repositioning. We remain confident in our outlook, and ready to capitalize on histrionic opportunity.
- Research
Iran Conflict Sparks Noise, but Data Signals Resilient Markets
The news out of Iran has created a wide band of potential outcomes and triggered volatility across media outlets and markets.
- Research
Why Wall Street Doesn’t Care About the Shutdown, Tariffs—or Even Jobs
Concerns over tariffs and political gridlock cannot dethrone investor enthusiasm over rising earnings estimates and oncoming rate cuts.
- Research
The Unbreakable Engine: Why the U.S. Consumer Keeps Powering the Economy
As goes the US consumer, so goes the American economy. Many economic and investment maxims fail to stand the test of time. #economy
