The Weekly Insight Podcast – A Spoonful Of Sugar Last week was the one we’ve been waiting for. In fact, a month ago we wrote a memo titled “Mark Your Calendars” – entirely focused on last week. At that point in time, Russia had not yet i [...]

The Weekly Insight Podcast – Powell v. Putin Shortly after our last memo hit the presses a week ago, the next economic weapon against Russia was unleashed by President Biden: a ban on the importation of Russian oil. Couple that with anoth [...]

The Weekly Insight Podcast – A Tale of Two Markets Phew. How’s everyone doing out there? Everything just feels…heavy... right now, doesn’t it? We had a conversation with a client the other day who said something to the effect of “First a [...]

The Weekly Insight Podcast –  The Sanctions Game Three weeks ago, we wrote a memo titled “The Putin Papers” in which we tried to dig into the motivations of Comrade Putin as the Ukrainian conflict began to unfold. In it we discussed the s [...]

The Weekly Insight Podcast – Mark Your Calendars Another volatile week in the markets to go with what has been a volatile – if not particularly remarkable – year. The S&P ended the week down a bit more than 3.5% and currently sits dow [...]

The Weekly Insight Podcast – Vlad's Valentine Happy Valentine’s Day! While we hope you are enjoying the day with loved ones (or running out to get flowers if this just reminded you what today is!), it is safe to say the market was not fe [...]

The Weekly Insight Podcast – The Putin Papers After all the drama in the last few weeks about Fed policy, we suggested last week that the “Fed Psychosis” should go away for a few weeks and the market would be allowed to focus on fundamen [...]