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ODWM Blog

Regime Change
1Q 2026 Review, and an introduction to our Active Regime Awareness framework
April 10, 2026 07:12 PM - Comment(s)
Recent data on the economy tells a different story than the markets are.
November 26, 2025 02:38 PM - Comment(s)
Fed Rate Cuts Start
How much will growth slow?
September 19, 2025 12:48 PM - Comment(s)
Navigating the Markets & Economy Through the PEST Lens

1. Political

  • Escalating Tariff Tensions & Trade Policy Shockwaves

    The U.S. has impose...
August 12, 2025 01:50 PM - Comment(s)
Is this the Speculation Era?

The Buffett Indicator: A 25-Year Rollercoaster Ride for Market Valuations


In recent years, there has been some concern about the stock market's seemingly high valuations by common fundamental measures, yet it still seems to climb higher.  Rather than debate right or wrong, I thought a deeper div...
June 06, 2025 02:07 PM - Comment(s)