Traditional Banking Squares UpAgainst High Interest Rates

Traditional Banking Squares Up
Against High Interest Rates

Walter Todd on Bloomberg Daybreak: Europe It’s Earnings Season again, and Walter Todd was back on Bloomberg Daybreak: Europe early Friday morning. He weighed the potential outcome of a strong traditional banking market against the backdrop of spiking interest...
2Q 2021 Letter from the CIO

2Q 2021 Letter from the CIO

July 7, 2021 Fifty is the new thirty-five. At least that is what I am saying after Phil Mickelson became the first 50-year old player to win a major championship when he won the PGA Championship at Kiawah Island in May. Of course, the fact that I also turned 50 in May...
3Q 2020 Letter from the CIO

3Q 2020 Letter from the CIO

October 5, 2020 As always, I hope this letter finds you and your family safe and healthy. Webster’s defines normal as – “the usual, average or typical state or condition.” As we enter the last quarter of 2020, it is sometimes hard to imagine what “normal” is anymore....