The Weekly Insight Podcast – Taking Some Winnings The market has been on an abnormally good run. April saw us break a five-month streak of positivity, but already by the 20th of May, that pain has been wiped off the table. All three major [...]

The Weekly Insight Podcast – The Importance of Negative Returns We dropped a stat in last week’s memo that we want to call back to this week. Let’s review it: It’s great that the S&P 500 has averaged 7.8% since 1928. But do you know h [...]

The Weekly Insight Podcast – On Base Percentage Your author had a conversation with a client last week in which they said something to the effect of, “You guys put everything on the record so we can see if you were right or wrong”. Hate t [...]

The Weekly Insight Podcast – A Busy, Busy Week Here we go. It’s going to be a busy – and potentially exciting – week for the markets. There is a lot happening. The Fed is meeting. 175 members of the S&P 500 are reporting earnings. We’ [...]

The Weekly Insight Podcast – The Next Recession The market has had a tough start to April. We walked through that in detail in last week’s memo (here) and the themes didn’t change much last week.  Comments from numerous Fed members – incl [...]

The Weekly Insight Podcast – Deep Breaths Whew. Last week was a tough one. Between the concerns about inflation data, a slow start to the earnings season, and the Iranian attack on Israel, it’s safe to say markets were flustered. We’re go [...]

The Weekly Insight Podcast – A Sometimes Bubbly Path In last week’s memo, we addressed the positive outlook we had for the market over the next 30 – 60 days.  That was, of course, promptly met by the market falling at the start of the wee [...]