Client Portals

Latest blog

Dot Plot Plotting

Once a quarter, the Federal Reserve releases its Summary of Economic Projections (SEP).  This report contains FOMC member projections for the unemployment rate, inflation, and

Read Blog Post >

Previous posts

Stack Of Coins Next To An Upward Curve Symbolizing Rising
Blog
David S. Waddell

Appreciate the Appreciation!

Inflation re-acceleration poses the most significant risk to our optimistic outlook for 2024. This places market moving weight on each CPI, PCE and PPI inflation

Read More »
Manager reviewing stats on AI robot
Weekly Insights
David S. Waddell

Appraising AI

The Full Story: I first visited Jekyll Island, Georgia in the mid-90’s, just after the internet went public. For those not familiar with Jekyll Island,

Read More »
Weekly Insights
David S. Waddell

The Noise: The Fed

The Full Story: On Wednesday, the Federal Reserve chose to leave rates unchanged for the fourth consecutive meeting.  Market participants (i.e., algorithms) scrutinized every word

Read More »
Weekly Insights
David S. Waddell

The #1 Thing

The Full Story: As this year closes, I am particularly grateful that our optimistic outlook for 2023 came to pass. Our primary investment thesis contained

Read More »
Weekly Insights
David S. Waddell

The Everything Rally

The Full Story: On Wednesday, Chairman Powell finally said what most of the investment world has been thinking: With inflation falling convincingly, it’s time to

Read More »

Stay up to date with the W&A Weekly Email