Another One Bites the Dust. Market Update from Walter Todd

Another One Bites the Dust.
Market Update from Walter Todd

From First Republic to the Second Largest Failure Was First Republic another casualty of the Fed’s dramatic rate increases? As another bank collapses, Walter sits down to address the implications of another financial institution’s downfall, outlining how...
Low Bars and Looking Forward –Walter Todd on Bloomberg

Low Bars and Looking Forward –
Walter Todd on Bloomberg

Walter Todd on Bloomberg’s Drive to the Close April 27, 2023 “If we are, in fact, going to have a recession, the market has never really bottomed out before the recession has even started.” Walter Todd Is Big Tech inflating earnings as the average...
Low Bars and Looking Forward –Walter Todd on Bloomberg

Are Big Banks Bracing for a Recession?
Walter Todd on Bloomberg

Walter Todd on Bloomberg JPMorgan, Citigroup, and Wells Fargo have reported earnings and the question of recession continues to hang over the markets. Walter Todd discusses the economic outlook ahead of these results on two different Blomberg media shows. He joined...
1Q 2023 Letter from the CIO

1Q 2023 Letter from the CIO

April 6, 2023 March Madness – It’s not just for basketball anymore. The NCAA Men’s tournament produced the first Final Four ever without a number 1-, 2- or 3-seeded team.  The financial markets said, “hold my beer.”  What started as a relatively calm first quarter...