The Weekly Insight Podcast – The Next Big Thing(s) The markets did something last week they haven’t done since the start of the conflict in Iran: they had a positive week! It all started on Tuesday when the President of Iran – Pezeshkian [...]

The Weekly Insight Podcast – We've Been Here Before The pattern is clear. The market digests information about the war in Iran, its impact on oil supply, and the state of the global economy, and begins to fall. The White House then releas [...]

The Weekly Insight Podcast – Nobody Knows, But Somebody Blinked On March 9th, we wrote in our second memo on the Iran conflict that the market was leaning heavily into a “buy the dip” strategy for this current oil scare. As Goldman Sachs [...]

The Weekly Insight Podcast – Can't Hide From Earnings Season As we sat down to draft this update over the weekend, we were reminded that the Insight Companies just celebrated their 14th anniversary yesterday. And one week from today will [...]

The Weekly Insight Podcast – The Old Playbook Doesn’t Apply EDITOR’S NOTE: This memo was completed Saturday, March 7th. Since then, oil briefly spiked to $119/barrel before settling above $100 for the first time since 2022. That caused ad [...]

The Weekly Insight Podcast – The Chokepoint EDITOR’S NOTE: This memo is being drafted on Saturday, February 28th. Due to travel on March 1st & 2nd, we wanted to get this written given the timeliness of the situation. Significant facts [...]

The Weekly Insight Podcast – From Luddites to Language Models: Why the World Isn’t Ending Fear. It’s back. Maybe it never left. But here we are again in an existential crisis for investors. Is Artificial Intelligence (AI) the greatest thi [...]