It’s that time of the quarter: data dump time. The market is inundated with information in the first 45 days of a quarter. Earnings data, economic data, etc. There is a lot to go through and digest. But it also has a big impact on what ha [...]

Roughly one year ago, we wrote a memo titled “Great Expectations”. The gist of the memo – as we dove headlong into earnings season after one of the worst economic quarters in history – was things in Q2 were bad. The expectation, however, [...]

We hope this finds you safe and rested after a weekend of celebrating the 245th birthday of the greatest country on Earth!  While we were celebrating with fireworks and burgers, the rest of the world was still out there doing their thing. [...]

The Fourth of July is a special holiday. It may not be the first time a group of men and women tried to throw off the chains of tyranny, but it did signal the first time anyone did it successfully. The message was bold:  “…all men are cre [...]

Those of you regularly reading The Weekly Insight might be getting a little tired of the “Interest Rate & Inflation” story. So are we!  But it continues to dominate the headlines and is, without a doubt, the biggest mover of the marke [...]

The big story this week is the Federal Reserve’s meeting on Wednesday.  The concern remains the same:  will the Fed raise rates? Many of us here at Insight are parents of young children.  Asking this question – again – feels like when our [...]

If you are a fan of football, you know who Greg Olsen is. He is a legendary tight end who played most of his career in the NFL with the Carolina Panthers. On the field, he was an amazing producer, which is how NFL players – just like thos [...]