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.
Iran Conflict Whiplashes Markets March 2, 2026 After a sharp “flight to safety” Sunday night, markets recovered much of the move by Monday afternoon. Walter Todd unpacks what changed and what risks remain as geopolitical shifts, private credit concerns, and weakening...
Special Note on the Iran Conflict March 1, 2025What We Know So FarThe US joined Israel in launching an attack on Iran overnight February 27/28, following weeks of buildup. The actions have been termed Operation Epic Fury. The US had been moving military assets into...
Seasonal Strength February 4, 2026New tech is out, and old school sectors are in! Last month, materials, industrials, and other "things that hurt when you drop them on your foot" moved up as software underperformed. After a January that seemed to last forever, Walter...