Overview
Walter Todd discusses what investors can expect as the economy begins to reopen and different industries—including tech, healthcare, financial, and energy—assess the best approach to resuming operations in a safe manner.

Walter Todd discusses what investors can expect as the economy begins to reopen and different industries—including tech, healthcare, financial, and energy—assess the best approach to resuming operations in a safe manner.
Navigating September September 2, 2026Historically, September is usually the worst month for stocks. And while earnings season delivered another round of impressive results, the market faces a few potential pitfalls ahead, from renewed tensions in the Middle East to...
Under the Surface August 3, 2026The market may not be as calm as it looks. While the earnings season remains strong and the S&P 500 finished July essentially flat, potential volatility is being fueled by internal rotation, geopolitical tensions, and interest-rate...
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...