In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
1Q 2024 Market Commentary
read more
Commentary
Timely Information on Investment Markets and Financial Planning.
1Q 2024 Letter from the CIO
Walter Todd reflects on the first quarter of 2024, revisiting some of the most-discussed topics over the last few months,…
A Year in Review and a Market on Repeat.
Market Update from Walter Todd
Walter reviews 2023’s economic ups and downs, from tech dominance and labor market resilience to the Fed’s surprising pivot….
4Q 2023 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
4Q 2023 Letter from the CIO
Walter Todd reflects on the last quarter and 2024 as a whole as he explains his begrudging realization [that] the current…
3Q 2023 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
3Q 2023 Letter from the CIO
I recently heard someone describe this market environment as “the most intellectually challenging” they could recall. If…
The Budget That Cut a Speaker
Market Update from Walter Todd
The Debt Ceiling is making headlines while Mega-Cap stocks inflate the S&P 500. Walter breaks down these issues in his…
2Q 2023 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
2Q 2023 Letter from the CIO
I recently heard someone describe this market environment as “the most intellectually challenging” they could recall. If…
Debt Ceiling on the House Floor.
Market Update from Walter Todd
The Debt Ceiling is making headlines while Mega-Cap stocks inflate the S&P 500. Walter breaks down these issues in his…
Another One Bites the Dust.
Market Update from Walter Todd
Was First Republic another casualty of the Fed’s dramatic rate increases? As another bank collapses, Walter sits down to…
1Q 2023 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
1Q 2023 Letter from the CIO
In his quarterly letter, Walter discusses the positive returns on stocks and bonds despite bank failures occurring globally….
Who is the Next Weak Link?
Market Update from Walter Todd
After a tumultuous week in the markets, Walter sits down to provide an audio update on the continued impact of the Silicon…
A Crisis of Confidence, Not Credit.
Walter Todd on BFM – The Morning Run
Walter Todd was featured on Malaysia’s only independent radio station this morning as he joined Philip See and Shazana…
The Silicon Valley Tumble.
Market Update from Walter Todd
How did a run on a Californian bank start and will it spread? In his typically measured fashion, Walter addresses the…
Too Hot, Too Cold, or Just Right?
Market Update from Walter Todd
In his first video in the new year, Walter Todd takes a moment to discuss January’s market rallies after a devastating 2022….
4Q 2022 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
4Q 2022 Letter from the CIO
January 6, 2023The greeting of Happy New Year takes on a new meaning as we enter 2023. Happy to be here, first and foremost, but also truly happy to start a new year after the year in financial markets that was 2022. How bad was it? Well, the scatter graph to the...
The Weather Outside is Frightful, but the Bond Rates are Delightful
Market Update from Walter Todd
As we approach the end of a volatile year, Walter Todd takes a moment to take the current temperature of the market. He…
Sector Showdown: Healthcare vs. Technology
Walter Todd on BFM – The Morning Run
Walter Todd was featured on Malaysia’s only independent radio station as he discussed market news out of the healthcare…
Traditional Banking Squares Up
Against High Interest Rates
It’s Earnings Season again and Walter Todd was back on Bloomberg Daybreak: Europe. He weighed the potential outcome of a…
3Q 2022 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
3Q 2022 Letter from the CIO
As we turn our attention to financial markets and the economy, I’ll paraphrase a quote from the Queen’s 1992 speech…
Cloudy with a Chance of Rising Rates
Market Update from Walter Todd
The current stock market volatility is causing many investors to question what is forecasted for the economy as we head…
Where Do We Go From Here?
Market Update from Walter Todd
If the market is anticipating a recession, why are stocks rallying? Is there more volatility anticipated in the third…
Earnings in Focus: Walter Todd on Bloomberg Daybreak Europe
Walter Todd on Bloomberg Daybreak: Europe Walter Todd, President and CIO at Greenwood Capital, was featured on Bloomberg Daybreak: Europe early Tuesday morning. He answered questions revolving around bank earnings, including Goldman Sachs CEO David Solomon's recent...
Rallies and Headwinds: Walter Todd on Bloomberg Daybreak Asia
Walter Todd on Bloomberg Daybreak: Asia In an early start to the week, Walter Todd, President and CIO at Greenwood Capital, joined Doug Krizner and David Ingles on Bloomberg Daybreak: Asia on Sunday night. Their discussion included the market rally before the Friday...
Bloomberg Radio: Market Update
Walter Todd on Bloomberg Radio: Drive to the Close Walter Todd, President and CIO at Greenwood Capital, joined Carol Massar and Tim Stenovec on Bloomberg Radio's Drive to the Close on Thursday evening. He discussed the recent market activity, including the possibility...
2Q 2022 Letter from the CIO
July 6, 2022 Let me start by saying I hope that you and yours were able to enjoy July 4th and the long weekend. There has been no shortage of turmoil in and out of financial markets this year, but hopefully you were able to spend some time with friends and family. The...
2Q 2022 Market Commentary
Economic Overview By Dr. Mark Pyles The second quarter of 2022 began with some degree of optimism. Financial markets sprinted to the finish to end the first quarter, driven in large part by the belief that inflation was either at or very near peak levels and would...
Bloomberg Triple Take: Federal Stress Tests
Walter Todd on Bloomberg Markets: Triple Take Walter Todd, President and CIO at Greenwood Capital joins the Bloomberg Triple Take team to discuss the bank stress test results from three different angles after the closing bell on Wall Street. Walter's section starts at...
Feelin’ Hot, Hot, Hot
Heat on the Federal Reserve Similar to the triple digit temperatures that we are seeing in South Carolina this week, markets are putting the heat on the Federal Reserve (Fed). More so, to continue the analogy, it is not just the temperature itself that is the source...
Highway to the Danger Zone
This line from Kenny Loggins's Top Gun theme song, released in 1986, feels like an appropriate description of the market this year. I could not resist the connection with Top Gun 2: Maverick coming out this Friday, finally after a two-year delay in release. Coming...
Double Whammy – Stock AND Bonds Down? What gives?
Year to date has been a very rough start for the equity markets. Adding to the pain is the fact that bond prices are also down sharply, and in some instances more than equities. The S&P 500 is down 12% and the Aggregate Bond index is down 10% since the beginning...
