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...
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...
BBC World Business Report January 29, 2026 The “mother of all trade deals” was announced this week between the European Union and India after nearly twenty years of negotiations. Walter was featured on BBC World Business Report yesterday to give the...
January 20, 2026 – BBC World Business Report What’s causing the market sell-off? Walter explains the “perfect storm” that hit investors this week on the BBC’s World Business Report. He also shares what industries and countries have been...
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...
