The Weekly Insight Podcast – The Importance of Negative Returns We dropped a stat in last week’s memo that we want to call back to this week. Let’s review it: It’s great that the S&P 500 has averaged 7.8% since 1928. But do you know h [...]

The Weekly Insight Podcast – On Base Percentage Your author had a conversation with a client last week in which they said something to the effect of, “You guys put everything on the record so we can see if you were right or wrong”. Hate t [...]

The Weekly Insight Podcast – A Busy, Busy Week Here we go. It’s going to be a busy – and potentially exciting – week for the markets. There is a lot happening. The Fed is meeting. 175 members of the S&P 500 are reporting earnings. We’ [...]

The Weekly Insight Podcast – The Next Recession The market has had a tough start to April. We walked through that in detail in last week’s memo (here) and the themes didn’t change much last week.  Comments from numerous Fed members – incl [...]

The Weekly Insight Podcast – Deep Breaths Whew. Last week was a tough one. Between the concerns about inflation data, a slow start to the earnings season, and the Iranian attack on Israel, it’s safe to say markets were flustered. We’re go [...]

The Weekly Insight Podcast – A Sometimes Bubbly Path In last week’s memo, we addressed the positive outlook we had for the market over the next 30 – 60 days.  That was, of course, promptly met by the market falling at the start of the wee [...]

The Weekly Insight Podcast – Devil on Your Back Your author spent the past weekend on the road visiting family for Easter. And as is true with any road trip with young children, the battle over what’s playing on the car speakers is a good [...]