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Where to begin? First, as always, I hope this letter finds you safe and healthy. I know we sometimes take that for granted, particularly in the US, but it seems particularly relevant to ask given the humanitarian crisis unfolding overseas with the war in Ukraine. We will touch on the financial market implications of these events later, but for now our thoughts and prayers are with the brave people of Ukraine in their struggle against Putin and his armies.
Those of you that have read my letters before or heard me speak about the economy and markets know that one of my favorite quotes is by the late Economics professor from MIT, Rudy Dornbusch. He famously said, “In economics, things take longer to happen than you thought they would and then they happen faster than you thought they could.”
In this quarter’s letter from the CIO, Walter B. Todd, III, President & Chief Investment Officer of Greenwood Capital discusses negative yielding debt, the shift in Fed policy, the Russian-Ukraine conflict and much more.
Click here to read the entire letter
Year to date has been a very rough start for the equity markets. Adding to […]
The US economy grew last year at the fastest pace since Ronald Reagan’s presidency, bouncing […]
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.” Ironically, […]
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 […]
As he anticipated in the last quarterly letter, the equity market in 2022 has already […]
Economic Outlook By Dr. John McAlhany Milton Friedman (deceased) a renowned economist that served on […]
January 7, 2022 I hope this letter finds you safe and healthy and that you […]
Happy Holidays from Greenwood Capital! Walter Todd, President and Chief Investment Officer, takes a moment […]
Happy Thanksgiving from Greenwood Capital! Walter Todd, President and Chief Investment Officer takes a moment […]
Overview The loss of a loved one, especially a spouse, is always a challenging time. […]
Economic Outlook By Dr. John McAlhany Perception about the economy changed during the latter part […]
October 11, 2021 I’m going to start this letter with a scary thought – there […]
Overview Walter Todd, President and Chief Investment Officer shares insights into the macroeconomic forces being […]
Walter Todd on Bloomberg’s Drive to the Close Walter Todd, President and CIO at Greenwood […]
July 7, 2021 Fifty is the new thirty-five. At least that is what I am […]
Economic Outlook By Dr. John McAlhany Last fall, Chairman Powell of the Federal Reserve (Fed) […]
Overview Walter Todd, President & CIO, takes a moment to discuss inflation and the elevated […]
Overview Walter Todd, President & CIO, provides an update on the current economic market. He […]
April 7, 2020 I had to start this letter with the picture of the massive […]
Economic Outlook By Dr. John McAlhany Stuck in the grip of the pandemic, the US […]
Overview Walter Todd, President & CIO, provides an update on several macro-economic issues that are […]
Overview After an eventful January, Walter Todd gives an update on earnings, new virus strains, […]
Overview In his first video update for the new year, Walter Todd discusses the possible […]
Overview In his final video update for this year, Walter Todd discusses the positive equity […]
Overview As we approach the holiday season, Walter Todd sits down to discuss the equity […]
Overview As the ballots are being counted, Walter Todd provides insight on what we know […]
Overview With only five days until the election, Walter Todd provides insight on the stock […]
Walter Todd on Bloomberg’s Drive to the Close Walter Todd was interviewed on Bloomberg Businessweek’s […]
October 5, 2020 As always, I hope this letter finds you and your family safe […]
Walter provides insight into current election betting market, polls, and stock market indicators, as well […]
Walter Todd Interview Following VP Debate Walter Todd joins Wake Up to Money host Danny […]
Overview Walter Todd provides a market update in the tenth episode of the COVID-19 Market […]
Walter Todd was living in NYC in 2001 with his young family, and working at […]
Overview Walter Todd checks in again with his thoughts on the current economy in the […]
Overview Walter Todd gives his insight on the economy in the seventh episode of the […]
July 8, 2020 Let me start as I did last quarter by hoping this letter […]
Economic Outlook By Dr. John McAlhany The expected happened. COVID-19 ended the economic expansion and […]
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