In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview. Mark analyzes the market perception through the lenses of both an optimist and a pessimist, while Walter cites “The Princess Bride’s” famous Battle of Wits.
I recently heard someone describe this market environment as “the most intellectually challenging” they could recall. If you could have told me future events ahead of time at the beginning of the year, I don’t think I would have been able to predict the outcomes we have halfway through.
The Debt Ceiling is making headlines while Mega-Cap stocks inflate the S&P 500. Walter breaks down these issues in his latest market updates.
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview.
I recently heard someone describe this market environment as “the most intellectually challenging” they could recall. If you could have told me future events ahead of time at the beginning of the year, I don’t think I would have been able to predict the outcomes we have halfway through.
The Debt Ceiling is making headlines while Mega-Cap stocks inflate the S&P 500. Walter breaks down these issues in his latest market updates.
Was First Republic another casualty of the Fed’s dramatic rate increases? As another bank collapses, Walter sits down to address the implications of another financial institution’s downfall, outlining how the quick actions from the FDIC and JP Morgan limited the systemic risk.
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview.
In his quarterly letter, Walter discusses the positive returns on stocks and bonds despite bank failures occurring globally. With the fastest rate-hiking cycle in 40 years, is the war on inflation is over and will the focus shift to managing the fallout.
After a tumultuous week in the markets, Walter sits down to provide an audio update on the continued impact of the Silicon Valley Bank collapse. He talks about the likely path forward for the Fed and explains the difference between weighted and standard S&P 500 performance, and why those numbers are currently at odds.
Walter Todd was featured on Malaysia’s only independent radio station this morning as he joined Philip See and Shazana Mokhtar on BFM 89.9’s morning show. Walter outlined the differences between the ongoing Credit Suisse turmoil and the recent bank closures in the US.
How did a run on a Californian bank start and will it spread? In his typically measured fashion, Walter addresses the specific factors that lead to the Silicon Valley Bank collapse and what the Federal Reserve, FDIC, and US Treasury have done to lessen the impact on other financial institutions. He also outlines the broader financial market in the coming year.
In his first video in the new year, Walter Todd takes a moment to discuss January’s market rallies after a devastating 2022. Learn more about how the Fed has responded to the general sentiment that inflation has peaked and whether we are in a “Goldilocks period” of optimism.
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview.
January 6, 2023The greeting of Happy New Year takes on a new meaning as we enter 2023. Happy to...
As we approach the end of a volatile year, Walter Todd takes a moment to take the current temperature of the market. He breaks down the fourth quarter earnings and discusses the surprisingly optimistic come-back of bonds. He also provides his financial forecast for the new year, giving insight into what investors can expect stepping into 2023.
Walter Todd was featured on Malaysia’s only independent radio station as he discussed market news out of the healthcare industry. He also weighed in on the lagging sectors of technology and consumer spending.
It’s Earnings Season again and Walter Todd was back on Bloomberg Daybreak: Europe. He weighed the potential outcome of a strong traditional banking market against the backdrop of spiking interest rates and dived into the risk versus reward of these high rates on American mortgages.
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview.
As we turn our attention to financial markets and the economy, I’ll paraphrase a quote from the Queen’s 1992 speech commenting on the failure of three of her children’s marriages – “1992 (2022) is not a year on which I shall look back with undiluted pleasure.
The current stock market volatility is causing many investors to question what is forecasted for the economy as we head towards the fourth quarter of 2022 and onto the new year. Walter Todd discusses the reasons behind this month’s downturn in the market, and when investors can expect to find some relief.
If the market is anticipating a recession, why are stocks rallying? Is there more volatility anticipated in the third quarter? Walter Todd takes a moment to answer these questions as he discusses economic changes over the last few months and what we are monitoring going forward.
Walter Todd on Bloomberg Daybreak: Europe Walter Todd, President and CIO at Greenwood Capital, was...
Walter Todd on Bloomberg Daybreak: Asia In an early start to the week, Walter Todd, President and...
Walter Todd on Bloomberg Radio: Drive to the Close Walter Todd, President and CIO at Greenwood...
July 6, 2022 Let me start by saying I hope that you and yours were able to enjoy July 4th and the...
Economic Overview By Dr. Mark Pyles The second quarter of 2022 began with some degree of optimism....
Walter Todd on Bloomberg Markets: Triple Take Walter Todd, President and CIO at Greenwood Capital...
Heat on the Federal Reserve Similar to the triple digit temperatures that we are seeing in South...
This line from Kenny Loggins's Top Gun theme song, released in 1986, feels like an appropriate...
Year to date has been a very rough start for the equity markets. Adding to the pain is the fact...
In our May 2022 market commentary Walter Todd talks about the factors impacting the bond...
Where to begin? First, as always, I hope this letter finds you safe and healthy. I know we...
The US economy grew last year at the fastest pace since Ronald Reagan’s presidency, bouncing back...
Walter Todd, President and Chief Investment Officer, takes a moment to answer your questions. He...
There are decades where nothing happens and then there are weeks where decades happen.” ...
In light of the breaking news this morning, Walter Todd discusses how these geopolitical movements...
When it comes to investments, understanding what inning of the game you are in is important. If...
As he anticipated in the last quarterly letter, the equity market in 2022 has already begun to...
Economic Outlook By Dr. John McAlhany Milton Friedman (deceased) a renowned economist that...