The Weekly Insight Podcast – New Rules: Energy Last week, we took a deep dive into the impacts of the Federal Reserve’s 75-basis point rate hike. Readers of that memo (here) will know we weren’t exactly…impressed. Simply put, the Fed chan [...]

The Weekly Insight Podcast – Circular Sentiment Firing Squad There is a phrase many parents have said to their children over the years: “You get what you get, and you don’t throw a fit.” It’s a phrase the market would do well to listen to [...]

The Weekly Insight Podcast – Choose Your Own Adventure: Inflation! Back in the 80s – when most of us at Insight were young pups – the world was changing quickly. Video game machines were starting to pop up in homes (Atari!). The music was [...]

The Weekly Insight Podcast – We Love Markets in Turmoil Summer is here – in practice if not technically. Kids are out of school; summer vacations are beginning. The world just feels a little different this time of year. People tend to foc [...]

The Weekly Insight Podcast – Looking Down the Field Phew. That feels better, doesn’t it? We finally had a week in which all major indices ended the week higher! For the S&P 500 that broke a seven-week losing streak. That was the longe [...]

The Weekly Insight Podcast – We’re Buyers…Here’s Why We don’t love “market pundits.” Longtime readers of this memo know that. There are folks in our industry that hang their hat on having a soundbite worthy message that is usually signifi [...]

The Weekly Insight Podcast – The Inflation Crossroads A little good news. A little bad news. And a whole lot of ambiguous news. So far in 2022, that pattern seems to repeat itself each week. And the market doesn’t seem to like it one bit. [...]