The Weekly Insight Podcast – The Truth About Retirement If you have followed our commentary for some time, you know we take a very macro view of the world. Yes, the day-to-day movements of the stock market are important, and must be analy [...]

The Weekly Insight Podcast – A Recession is Coming! (Eventually) OK, we’re a little late for April Fools, so we’ll debunk the title of this article immediately. But we saw a tweet last week that pretty much summed up our take on the world [...]

The Weekly Insight Podcast – Where's the Drama? Well, this is new. A week without much drama! The Fed news is behind us (for now). The war in Ukraine is ongoing, but there have not been any significant changes as it would relate to the ma [...]

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 [...]