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.
How Long Will the Market Rally? June 2, 2025 While the US Debt Ceiling has been on our radar for a while (see Walter's Quarterly letters from last year), it is now starting to take center stage. In June's First Week video, Walter shares the market's reactions to US...
Strong Earnings and Falling Guidance April 30, 2025 From the US GDP turning negative to a recovering market after tariff tensions, there is never a shortage of issues to discuss in 2025's economic landscape. Walter shares his insight in May's First Week video,...
January 6, 2025"There is no normal life Wyatt, there’s just life. Now get on with it."I know I started last quarter’s letter with a quote as well, but after hearing of Val Kilmer’s passing this week, this line from one of his great roles as “Doc” Holiday in the movie...