Editor’s Note: We’d encourage current Insight clients to read to the end of this week’s memo. There are some important year end housekeeping items to run through.  Thanks! Over the years, we’ve written a lot about volatility. Volatility c [...]

We’ve seen it all, economically, in the last 20 months. Shut the economy down? Check. Unprecedented government stimulus? Check. Massive economic recovery? Check. Inflation?  Check. They are, quite literally, going to write textbooks about [...]

Last week, public policy reared its head again into the economic debate with the debt ceiling discussion. It seems as though those concerns have been alleviated (at least until December). With that off the table, we’re back to traditional [...]

H. L. Mencken once wrote about what would eventually happen with American democracy. As he said in 1920: “As democracy is perfected, the office of the President represents, more and more closely, the inner soul of the people.  We move tow [...]

This business is filled with axioms. “Sell in May and go away.” “Be greedy when others are fearful…”. You’ve heard us steal a lot of them over the years. And you’ve also heard us mock a lot of them. But there is one – for us – that always [...]

It’s been a good year for the market. No question about that. Despite all the stuff going on in the world, the economic recovery marches on and client accounts are participating well. Do you want to know a secret, though? For us, this kin [...]

It was a holiday shortened week in the market, but it wasn’t without a bit of volatility. The S&P 500 closed each session of the week lower than its previous day, ending the week down 1.69%. We talked a bit in our last memo about the [...]