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.
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...
January 4, 2026Economic Overview By Dr. Mark PylesAt the risk of ruining a page-turning crescendo, we won’t bury the lede here (and yes that is the correct spelling of that use of the word). The U.S. economy remains…okay. It has remained generally as such throughout...
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...