The Weekly Insight Podcast – Far From Completed Agreements Editors’ Note: The Weekly Insight will be taking Memorial Day weekend off next weekend. We’ll be back in two weeks. We hope you all have a wonderful holiday! Last week started wit [...]

The Weekly Insight Podcast – The Fed's Dry Powder First, let us start by wishing all of the moms out there a belated Happy Mother’s Day! It isn’t hard to look around and see the amazing impact the mothers in our lives make every single da [...]

The Weekly Insight Podcast – Choose Your Own Economy As the calendar rolled to May last week (how is that possible), it meant a lot of end of month – and end of quarter – economic data. Finally, one might think, it is an opportunity to we [...]

The Weekly Insight Podcast – Most of the Time the World Doesn’t End As Steve Jobs once said this about Apple: “We have always been shameless about stealing great ideas”. We’re going to go down that path this week and steal a great idea fr [...]

The Weekly Insight Podcast – Three Big Things, Tariffs If you’ve been reading these pages for long, you’ve heard us talk a lot about “understanding the big things”. You can think about it as swimming in a large body of water with a curren [...]

The Weekly Insight Podcast – Survival of the Fittest That was a wild week in the markets. And so was the one before it. At some point, crazy and volatile might start to seem normal. But it hasn’t yet. The leading force, of course, was Pre [...]

The Weekly Insight Podcast – Fortitude When you push the button to take you to the latest edition of this memo (or our podcast), your action – much like everything on the internet – is recorded. And, while we can’t tell who is reading thi [...]