Can Markets (and the Gamecocks) Make a Comeback? October 2, 2026 Fall is here, and investors are feeling as uneasy as Walter’s fellow Gamecock fans as we head into the final quarter of the year. With midterms right around the corner, growing discussion around AI...
Navigating September September 2, 2026 Historically, September is usually the worst month for stocks. And while earnings season delivered another round of impressive results, the market faces a few potential pitfalls ahead, from renewed tensions in the Middle East to...
Under the Surface August 3, 2026 The market may not be as calm as it looks. While the earnings season remains strong and the S&P 500 finished July essentially flat, potential volatility is being fueled by internal rotation, geopolitical tensions, and interest-rate...
Red, White, and a Booming Market July 1, 2026 Markets just posted their best quarter in 20+ years, so what’s next? In this month’s First Week video, Walter outlines the strong rebound and unpacks the cracks that may be starting to show beneath the surface. From Fed...
Will AI Burst? June 2, 2026 “You’re looking at roughly 50% of the S&P being concentrated in technology and technology-related stocks. It’s actually a little higher if you include names from other sectors. We haven’t seen that level of concentration since...
