Markets Rally But What Could Change the Story? January 5, 2025 After the market barely blinked at dramatic geopolitical headlines from this weekend, Walter Todd sits down to take a look at what really matters for 2026. He also sums up the past year’s returns...
Seasonal Strength December 1, 2025 What do Black Friday sales signal for the economy? Walter Todd rings in the holiday season with a market update to share what is moving markets in December, from AI volatility to the ever-resilient American consumer. He also...
More Cockroaches Under the Hood? November 3, 2025 Walter’s last update was at the very start of a government shutdown, and surprisingly, we are still here. In this month’s First Look, Walter addresses how the team is navigating a complex landscape shaped...
Priced for Perfection in an Imperfect World Walter on Bloomberg Radio October 2, 2025 Walter was featured on Bloomberg Radio to unpack a market that seems like it is searching for something to grab onto. He discussed tech’s outsized influence, healthcare’s early...
Government Shuts Down but the Market Keeps Going October 2, 2025 The government is on Day 2 of a shutdown, and markets haven’t blinked. In this month’s First Week video, Walter sits down to discuss whether that rally will last and how volatility is...
