April 3, 2024 Happy belated Easter to everyone. I hope you enjoyed the long weekend with family and friends. March Madness basketball started in earnest a few weeks ago as many higher-ranked seeds were ousted by the underdogs in the first round of the men’s...
January 4, 2023 Happy New Year! I hope this letter finds you well and that you enjoyed a pleasant holiday season with family and friends. Reflecting on 2023 is an interesting experience for me. I keep coming back to the class quote from Mark Twain that many of you...
Walter Todd on BBC Business Matters Walter Todd was back on BBC Business Matters to provide the American perspective on global news. Walter discussed President Biden’s confidence that a recession is not on the horizon and whether or not the markets agree....
Walter Todd on Bloomberg Surveillance: Early Edition Are early earnings forecasting a dark outlook for the tech sector? Walter was on Bloomberg early this morning to discuss Microsoft. He outlined the CFO’s lowered expectations and the company’s...
Walter Todd on Bloomberg Markets: The Close It’s the first earnings season of 2023, and Walter Todd was featured on The Close to discuss the big banks. He broke down the overall market sentiment toward banks and explained the push and pull between...