The Weekly Insight Podcast – It's Time for a Tough Conversation We’ve been writing this memo for more than four years now. Most of that time has been filled with difficult discussions about COVID, inflation, FOMC meetings, war in eastern [...]

The Weekly Insight Podcast – Minutes, Hours, Days and Years It was a quiet week on Wall Street last week. The President’s Day holiday started things out slow, and the remaining four trading days didn’t encompass a lot of new economic info [...]

The Weekly Insight Podcast – Politics and the Fed Congress created the Federal Reserve in 1913 with a bill called “The Federal Reserve Act”. It was, unsurprisingly, a controversial bill, passing the Senate with just four Republican votes. [...]

The Weekly Insight Podcast – No Cuts Coming Editor’s Note:  Your author will be travelling next week and will not be able to publish a Weekly Insight. We’ll return to our normal schedule on Monday, February 19th. If you need anything in t [...]

The Weekly Insight Podcast – Fear at the Fed We wrote a memo a few years ago (you can read it here) where we discussed a weird phenomenon of our times.  We were discussing the jobs report and its impact on Fed policy and the theory was th [...]

The Weekly Insight Podcast – A Yul Brynner Record Anytime the market hits an all-time high we need to take a pause to recognize it. Well done, market! On Friday, the S&P 500 closed at a record high for the first time in more than two [...]

The Weekly Insight Podcast – What if the “Consensus” Is Wrong? Before we dive into this week’s memo, we wanted to provide a brief update on communicating with our office. As you all know, the world has changed dramatically over the last f [...]