2Q 2024 Letter from the CIO

2Q 2024 Letter from the CIO

July 5, 2024 No, the picture to the right is not the latest cover of GQ, but your esteemed Federal Reserve Chairman, Mr. Jerome (Jay) Powell.  This Barrons cover from early June states he will not cut rates this year.  This is consistent with the discussion in these...
The Market’s Momentum Market Update from Walter Todd

The Market’s Momentum
Market Update from Walter Todd

Market Momentum It’s the first week of a new quarter, and Walter is back to share what the investment team is watching as summer heats up.   In this month’s video: 🔹Election Insights: Post-debate shifts and betting odds 🔹 Market Analysis: June’s...
Are We in a Summer Lull? Walter Todd on Bloomberg

Are We in a Summer Lull?
Walter Todd on Bloomberg

Walter Todd on the Markets July 1, 2024 July is typically a good season for the stock market, but will the election weigh down the economy? If so, is it worth positioning around the potential election results? Walter Todd shared his insight on the July economy with...
Earnings, Energy, and Elections. Market Update from Walter Todd

Earnings, Energy, and Elections.
Market Update from Walter Todd

Earnings, Energy, and Elections At the start of a new month, Walter sits down to discuss the first quarter highlights and give some insight into what he is watching as we approach mid-year. He covers the surprisingly robust earnings season, as consumer spending faces...