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 [...]

Editor’s Note: Before we jump into this week’s Weekly Insight, we wanted to introduce a new companion to our weekly memo. Starting this week, you will also be able to listen to our weekly podcast (completely unoriginally titled The Weekl [...]

There is a great line from the Joker in the movie The Dark Knight (a must watch if you haven’t seen it – but we are about to spoil the ending…). To set the stage, he has two ferries (full of people) filled with explosives. Passengers in e [...]

First, we want to start this memo by apologizing. We wrote a memo last week. We posted it to our website. We even sent an email to clients linking to it…only the email didn’t go out. We had a technical glitch and did not notice it until l [...]

Want to lose sleep? Here is a headline for you: “S&P 500 Posts Worst Start to a Year Since 2016”. That’s from Yahoo Finance. Or how about “Stock, Bond Market’s Worst Start in Decade Revives 60/40 Doubt”? That’s from Bloomberg. We will [...]