The Weekly Insight Podcast – The First 100 Days Editors Note:  We’d like to apologize for the delay in distribution of the Weekly Insight.  As you may be aware, the markets were closed yesterday for Martin Luther King, Jr. Day. As such, o [...]

The Weekly Insight Podcast – Patience It was almost five years ago that this weekly memo was conceived. Those who have been with us from the beginning know it started with a desire – after a particularly bad day in the market – to get som [...]

The Weekly Insight Podcast – Is the "Shift" Coming in 2025? And here we are. The first Weekly Insight of 2025. After all the flurry of the end of the year, the holidays, the election, etc., it’s just another week in the markets. Not a lot [...]

The Weekly Insight Podcast – A Look Ahead It’s the end of the year. And at the end of every year, the so-called “market experts” break out their crystal balls and tell you what they think is going to happen over the next year. It’s not a [...]

The Weekly Insight Podcast – Oops...He Did It Again Merry Christmas! It’s hard to believe the end of 2024 is already upon us. And even harder to believe we’re a quarter of a century into the 2000’s. That means it was a quarter of a centur [...]

The Weekly Insight Podcast – Is Powell Bringing Presents? As the song says, “It’s the most wonderful time…of the year!”. and that certainly rings true as it relates to markets. As we discussed in our memo last week, December (and Q4 more [...]

The Weekly Insight Podcast – Correlation and Causation, McRib Style We’ve probably mentioned this before in these pages, but our firm has a significant amount of appreciation for the Golden Arches. McDonald’s – an American staple by any s [...]