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...
Is Dell Escaping NVDIA’s Shadow? Walter Todd on Bloomberg

Is Dell Escaping NVDIA’s Shadow?
Walter Todd on Bloomberg

Bloomberg Markets with Katie Greifield: May 30, 2024 Walter was on Bloomberg this morning to chat about Dell and the PC market’s impact on tech stocks. He discussed the stock’s 200% rise over the last 12 months and whether he sold any shares before the...