Overview
Walter Todd reflects on positive trends in the equity market. Watch the video below for this week’s updates, including notes on the housing market and foreign economic relationships.

Walter Todd reflects on positive trends in the equity market. Watch the video below for this week’s updates, including notes on the housing market and foreign economic relationships.
Red, White, and a Booming Market July 1, 2026Markets just posted their best quarter in 20+ years, so what’s next? In this month’s First Week video, Walter outlines the strong rebound and unpacks the cracks that may be starting to show beneath the surface. From Fed...
Will AI Burst? June 2, 2026"You’re looking at roughly 50% of the S&P being concentrated in technology and technology-related stocks. It’s actually a little higher if you include names from other sectors. We haven’t seen that level of concentration since 2000."It...
The Difference a Month Makes May 1, 2026“The market’s reaction over the past 30 days has been dramatically different than what we saw earlier in the year, and a lot of that comes down to fundamentals reasserting themselves.”The US Economy seems to be as variable as...