The Weekly Insight Podcast – The Stress Test Well…we promised last week would be a big week! In that regard, it didn’t disappoint. The reasons it was a big week? There was some disappointment there. We’re going to dive into the data this [...]

The Weekly Insight Podcast – Big Weeks Ahead We’ve discussed it before in these pages, but the latter part of the summer tends to be a quiet time in the market. Once we get past the 4th of July, it’s typical that Wall Street starts to tak [...]

The Weekly Insight Podcast – Life, Liberty & the Pursuit of Happiness Happy (belated) Fourth of July! We hope the extended weekend allowed you some time to relax with family and enjoy – what we believe is –the most important secular h [...]

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 [...]