Strong Summer, Uncertain Fall Sept 2, 2025We hope you all had a wonderful Labor Day weekend! As we swing into September, Walter sits down with a video update on the shifting developments from the last couple of weeks and how they are impacting markets. He covers the...

Bonds are Watching, Equity is Ignoring Walter on Bloomberg Radio August 27, 2025Walter was featured on Bloomberg Radio to discuss the Small Cap sector's wins, how corporate earnings beat a low bar, and whether the market's focus will shift to macro-dynamics. He also...

Jobs at a Standstill August 1, 2025Walter sits down to kick off August with a video update on the competing narratives we are seeing, from the lackluster jobs report to the robust earnings, especially from companies like Microsoft and Meta. He breaks down the dramatic...