Resilience or Complacency? April 1, 2026 Oil prices surged, rate cuts disappeared, but we still ended Q1 in better shape than many expected. But are the markets resilient…or just complacent? In this week’s First Look video, Walter Todd outlines how...
Seasonal Strength February 4, 2026 New tech is out, and old school sectors are in! Last month, materials, industrials, and other “things that hurt when you drop them on your foot” moved up as software underperformed. After a January that seemed to last...
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...
