The Weekly Insight Podcast – Minutes, Hours, Days and Years It was a quiet week on Wall Street last week. The President’s Day holiday started things out slow, and the remaining four trading days didn’t encompass a lot of new economic info [...]

The Weekly Insight Podcast – Politics and the Fed Congress created the Federal Reserve in 1913 with a bill called “The Federal Reserve Act”. It was, unsurprisingly, a controversial bill, passing the Senate with just four Republican votes. [...]

The Weekly Insight Podcast – No Cuts Coming Editor’s Note:  Your author will be travelling next week and will not be able to publish a Weekly Insight. We’ll return to our normal schedule on Monday, February 19th. If you need anything in t [...]

The Weekly Insight Podcast – Fear at the Fed We wrote a memo a few years ago (you can read it here) where we discussed a weird phenomenon of our times.  We were discussing the jobs report and its impact on Fed policy and the theory was th [...]

The Weekly Insight Podcast – A Yul Brynner Record Anytime the market hits an all-time high we need to take a pause to recognize it. Well done, market! On Friday, the S&P 500 closed at a record high for the first time in more than two [...]

The Weekly Insight Podcast – What if the “Consensus” Is Wrong? Before we dive into this week’s memo, we wanted to provide a brief update on communicating with our office. As you all know, the world has changed dramatically over the last f [...]

The Weekly Insight Podcast – A Slow Start Oh no! The first week of trading in the S&P 500 is behind us and 2024 is off to a rough start! The S&P 500 is down 1.52%. Clearly that portends something horrible, right? Nope. Let’s get t [...]