The Weekly Insight Podcast – Shifting Expectations Last week in these pages, we talked a bit about the sugar rush that the market got coming off the election results a few weeks ago. As we said, “Markets go on runs. And then markets need [...]

The Weekly Insight Podcast – Post-Election Priorities After all the division this country has seen for the last several months, we’d like to start this memo with something we believe everyone can agree on: Thank you to the Veterans readin [...]

The Weekly Insight Podcast – The Finish Line The human mind likes things inside a box. It likes to-do lists. It likes to be able to check things off and say, “that’s done” and move on to the next thing. It likes to know where the finish l [...]

The Weekly Insight Podcast – Positioning for the Post-Election World Sometimes these memos are easy to put together. There is an obvious topic that needs to be addressed and you, dear reader, are interested in the topic. Other times, thes [...]

The Weekly Insight Podcast – Theres More Than an Election As the Presidential election bears down upon us (just two weeks to go!), there has certainly been a change in demeanor of the people with whom we’re speaking. Clients, colleagues, [...]

The Weekly Insight Podcast – Is Good News Good News Again? Regular readers of this column will remember a theme we talked about as the economy moved on from COVID and inflation took hold: “Bad News is Good News”. We wrote a whole memo abo [...]

The Weekly Insight Podcast – 28 Miles of Angst Is it just us, or do people seem stressed out right now? The amount of worry we hear on TV, social media, and in daily conversations is…exhausting. We know you’re feeling it, too. All you mus [...]