Overview
Walter Todd addresses the latest data around the current economic climate, implications from the rise in COVID-19 cases in the United States, and the possibilities surrounding the upcoming elections.

Walter Todd addresses the latest data around the current economic climate, implications from the rise in COVID-19 cases in the United States, and the possibilities surrounding the upcoming elections.
Will AI Burst? June 2, 2026"You’re looking at roughly 50% of the S&P being concentrated in technology and technology-related stocks. It’s actually a little higher if you include names from other sectors. We haven’t seen that level of concentration since 2000."It...
The Difference a Month Makes May 1, 2026“The market’s reaction over the past 30 days has been dramatically different than what we saw earlier in the year, and a lot of that comes down to fundamentals reasserting themselves.”The US Economy seems to be as variable as...
Resilience or Complacency? April 1, 2026 Oil prices surged, rate cuts disappeared, but we still ended Q1 in better shape than many expected. But are the markets resilient...or just complacent? In this week's First Look video, Walter Todd outlines how markets have...