1Q 2024 Letter from the CIO

1Q 2024 Letter from the CIO

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...
Tesla Eats a Slice of Humble PieWalter Todd on BBC Radio

Tesla Eats a Slice of Humble Pie
Walter Todd on BBC Radio

US Inflation is down, but is it enough for the Fed to cut rates? Walter was featured on BBC Business Matters to discuss the latest headlines with Sam Fenwick, including what data the Fed is watching, Boeing’s worsening safety reputation, and whether streaming...
Walmart on the BeatWalter Todd on FOX Business

Walmart on the Beat
Walter Todd on FOX Business

Walter Todd on FOX Business “Mornings with Maria” Walter Todd chatted with Maria Bartiromo on Fox Business yesterday, where he discussed Walmart’s positive earnings report — “what more could you ask for?!” The mix of business with...
Go Back to Making Planes Walter Todd on BBC Radio

Go Back to Making Planes
Walter Todd on BBC Radio

February 2, 2024 Walter Todd was featured on BBC’s Wake Up to Money to discuss the earnings report from Boeing and how the aircraft manufacturer’s recent plane failure is impacting its stock prices. Walter discussed whether Boeing has prioritized...