The Weekly Insight Podcast – What Goes Up Three years ago this week was the first time we wrote one of these memos. 156 weeks – and 156 memos – later, we will be the first to admit it is sometimes hard to produce a topic to talk about eac [...]

The Weekly Insight Podcast – All Around The Margins Most of you reading this – and the whole team writing this – are a bit cynical about good news these days. That is understandable. Ten days from now will be the three year anniversary of [...]

The Weekly Insight Podcast – Hearing What We Want to Hear There have been many “post-Fed” commentaries in these pages over the last year, an indication of just how important interest rate policy has been to the market and the economy.  We [...]

The Weekly Insight Podcast – The Golden Cross This year has already been an interesting one from a sentiment perspective. We talked last week about the tug-of-war happening with expectations.  Backwards looking indicators do not look good [...]

The Weekly Insight Podcast – Tug of War Last week marked the first negative week in the S&P 500 this year, with the market off 0.27%. Not the worst week we have seen in the last few years (anyone remember when we were down 8.5% in one [...]

The Weekly Insight Podcast – Bad Earnings/Good Markets? Last year in these memos, there was a sense that the hits just kept coming. COVID, Ukraine, inflation, interest rates, interest rates, inflation. It was a drumbeat that lasted throug [...]

The Weekly Insight Podcast – Starting With a Bang In case anyone was thinking we’d slowly ease into 2023, the market and the news cycle said “not so fast” last week. Between the latest jobs report and the battle to choose a new Speaker of [...]