2Q 2023 Letter from the CIO

2Q 2023 Letter from the CIO

July 7, 2023 Happy July 4th to you and yours. I hope that you enjoyed a nice, mid-week holiday and were able to stay cool. We have many exciting firm updates for you this quarter, but of course we will start things off with an around-the-horn look at what is happening...
No Recession for Biden?  Walter Todd on BBC Business Matters

No Recession for Biden?
Walter Todd on BBC Business Matters

  Walter Todd on BBC Business Matters Walter Todd was back on BBC Business Matters to provide the American perspective on global news. Walter discussed President Biden’s confidence that a recession is not on the horizon and whether or not the markets agree....
A Good Company, but a Bad Stock.  Walter Todd on Bloomberg

A Good Company, but a Bad Stock.
Walter Todd on Bloomberg

  Walter Todd on Bloomberg Surveillance: Early Edition Are early earnings forecasting a dark outlook for the tech sector? Walter was on Bloomberg early this morning to discuss Microsoft. He outlined the CFO’s lowered expectations and the company’s...
Bank Balances.  Walter Todd on Bloomberg

Bank Balances.
Walter Todd on Bloomberg

  Walter Todd on Bloomberg Markets: The Close It’s the first earnings season of 2023, and Walter Todd was featured on The Close to discuss the big banks. He broke down the overall market sentiment toward banks and explained the push and pull between...