The Weekly Insight Podcast – The Math Problem: What Do Rising Gas Prices REALLY Mean? You’re used to this old game by now. Something significant happens in Washington and both sides start spitting out their spin. It’s nothing new. And we [...]

The Weekly Insight Podcast – Being Right Isn't Enough “There is nothing so disastrous as a rational investment policy in an irrational world.” – John Maynard Keynes John Maynard Keynes is the godfather of modern economic thought. The COVI [...]

The Weekly Insight Podcast – The Market Moved On. The Strait Didn’t. Three weeks of rallies. One weekend of attacks on shipping. And we’re back to the same discussion. Markets have gone for quite a run. It took just nine days to erase the [...]

The Weekly Insight Podcast – The Next Big Thing(s) The markets did something last week they haven’t done since the start of the conflict in Iran: they had a positive week! It all started on Tuesday when the President of Iran – Pezeshkian [...]

The Weekly Insight Podcast – We've Been Here Before The pattern is clear. The market digests information about the war in Iran, its impact on oil supply, and the state of the global economy, and begins to fall. The White House then releas [...]

The Weekly Insight Podcast – Nobody Knows, But Somebody Blinked On March 9th, we wrote in our second memo on the Iran conflict that the market was leaning heavily into a “buy the dip” strategy for this current oil scare. As Goldman Sachs [...]

The Weekly Insight Podcast – Can't Hide From Earnings Season As we sat down to draft this update over the weekend, we were reminded that the Insight Companies just celebrated their 14th anniversary yesterday. And one week from today will [...]