Overview
Walter Todd summarizes the current economic front in the third video from our COVID-19 market update series. This episode touches on a variety of subjects, from big-name company earnings to the impacts on interest rates.

Walter Todd summarizes the current economic front in the third video from our COVID-19 market update series. This episode touches on a variety of subjects, from big-name company earnings to the impacts on interest rates.
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...