How Long Will the Market Rally? June 2, 2025 While the US Debt Ceiling has been on our radar for a while (see Walter’s Quarterly letters from last year), it is now starting to take center stage. In June’s First Week video, Walter shares the market’s...
Strong Earnings and Falling Guidance April 30, 2025 From the US GDP turning negative to a recovering market after tariff tensions, there is never a shortage of issues to discuss in 2025’s economic landscape. Walter shares his insight in May’s First Week...
The Storm Hits April 7, 2025 The market is still reeling from the “Liberation Day” announcements last Wednesday evening. As tariff levels rise to levels not seen since the Great Depression, we give you market insights you can trust. Walter shares his...
Special Update: Tariff Day Breakdown April 3, 2025 There’s a lot of red on the screens in the offices today after the new tariff announcement from President Trump yesterday evening. In this special update, Director of Multi-Assets Strategy, Dr. Mark Pyles, breaks down...
Brace for Impact March 31, 2025 Uncertainty is on a bull run as volatility increases and ever-present tariff concerns loom. In April’s First Week video, Walter shares his insight on where that volatility is coming from and what upcoming events are likely to...
