Walter provides insight into current election betting market, polls, and stock market indicators, as well as a closer look at how the markets are responding to these indicators.
2Q 2026 Letter from the CIO
July 6, 2026"I guess I should warn you, if I turn out to be particularly clear, you've probably misunderstood what I've said.” I hope this letter finds you well and that you enjoyed the 250th July 4th celebrations over the past weekend. It’s hard not to open with a...




