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...
January 6, 2025 “There is no normal life Wyatt, there’s just life. Now get on with it.” Val Kilmer as "Doc" Holiday I know I started last quarter’s letter with a quote as well, but after hearing of Val Kilmer’s passing this week, this line from...
Economic Overview By Dr. Mark Pyles Things often have a funny way of working out. Sometimes when you start to feel as though you can relax, the long-dreaded event finally starts to materialize. This happens often in everyday life, but it also pertains to economic...
April 12, 2025 – Bloomberg Businessweek “The bonds are the tail that is wagging the equity dog right now.” Walter Todd Walter Todd was featured on Bloomberg Businessweek on Friday last week to discuss the market’s volatility and how our investment team is...
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...
