2Q 2025 Market Commentary

2Q 2025 Market Commentary

July 3, 2025 Economic Overview The Stock Market The Bond Market Economic Overview By Dr. Mark Pyles How history ultimately judges the second quarter of 2025 remains uncertain, as one of the most economically significant events in recent memory continues to unfold. On...
2Q 2025 Letter from the CIO

2Q 2025 Letter from the CIO

July 7, 2025 “I can calculate the motion of heavenly bodies, but not the madness of men.” Sir Isaac Newton We are just going to keep this trend going with the opening quote for the letter. The one above is attributed to Sir Isaac Newton when asked about...
The Weeks Where Decades Happen First Week with Walter Todd

The Weeks Where Decades Happen
First Week with Walter Todd

The Weeks Where Decades Happen July 2, 2025 In June’s video, the “Big Beautiful Bill” had just passed in the House. Now, it has passed through the Senate and is awaiting a final House vote. In this month’s video, Walter unpacks the new fiscal...
Another Hit for BoeingWalter Todd on World Business Report

Another Hit for Boeing
Walter Todd on World Business Report

June 12, 2025 – BBC World Business Report Will the tragic Air India crash impact South Carolina’s Boeing factory? Walter Todd was featured on the BBC World Business Report last week to discuss recent headlines and how they are impacting global economics....
One Trade Deal Down Walter Todd on BBC Radio

One Trade Deal Down
Walter Todd on BBC Radio

June 5, 2025 – BBC Business Matters Walter joined Rahul Tandon and Karen Percy on BBC Business Matters today in a surprisingly light-hearted discussion of economic headlines around the world. They discussed how US debt and trade policy are impacting investors...