Seasonal Strength February 4, 2026 New 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...
Markets Rally But What Could Change the Story? January 5, 2025 After the market barely blinked at dramatic geopolitical headlines from this weekend, Walter Todd sits down to take a look at what really matters for 2026. He also sums up the past year’s returns...
Seasonal Strength December 1, 2025 What do Black Friday sales signal for the economy? Walter Todd rings in the holiday season with a market update to share what is moving markets in December, from AI volatility to the ever-resilient American consumer. He also...
More Cockroaches Under the Hood? November 3, 2025 Walter’s last update was at the very start of a government shutdown, and surprisingly, we are still here. In this month’s First Look, Walter addresses how the team is navigating a complex landscape shaped...
Walter Todd on BFM 89.9 – The Morning Run “What we have is a crisis of confidence and a liquidity issue.” Walter Todd Walter Todd was featured on Malaysia’s only independent radio station this morning as he joined Philip See and Shazana Mokhtar...
