Jobs at a Standstill August 1, 2025 Walter sits down to kick off August with a video update on the competing narratives we are seeing, from the lackluster jobs report to the robust earnings, especially from companies like Microsoft and Meta. He breaks down the...
July 17, 2025 – BBC Business Matters Walter joined Rahul Tandon on BBC Business Matters in an in-depth discussion of economic headlines around the world. They covered Trump’s recent threats against Chairman Powell, Prada’s missteps in the Indian...
Trading Sideways Walter on Bloomberg Radio July 16, 2025 As earnings season kicks off, Walter was featured on Bloomberg Radio to discuss the market’s response to the CPI report and increased inflation. He also covered Q2 expectations, sector rotation, and how we...
July 7, 2025 “I can calculate the motion of heavenly bodies, but not the madness of men.” Sir Isaac Newton We are just going to keep this trend going with the opening quote for the letter. The one above is attributed to Sir Isaac Newton when asked about...
The Weeks Where Decades Happen July 2, 2025 In June’s video, the “Big Beautiful Bill” had just passed in the House. Now, it has passed through the Senate and is awaiting a final House vote. In this month’s video, Walter unpacks the new fiscal...
