After an eventful January, Walter Todd gives an update on earnings, new virus strains, and the efficacy of the latest vaccine releases. He also discusses the “Headline Phenomenon” on market activities over the last week, as stocks like $GME have run up with little change in the underlying fundamentals of the company.
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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 […]
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October 5, 2020 As always, I hope this letter finds you and your family safe […]
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July 8, 2020 Let me start as I did last quarter by hoping this letter […]
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