The Weekly Insight Podcast – Is Powell Bringing Presents? As the song says, “It’s the most wonderful time…of the year!”. and that certainly rings true as it relates to markets. As we discussed in our memo last week, December (and Q4 more [...]

The Weekly Insight Podcast – Correlation and Causation, McRib Style We’ve probably mentioned this before in these pages, but our firm has a significant amount of appreciation for the Golden Arches. McDonald’s – an American staple by any s [...]

The Weekly Insight Podcast – Don't Trust the Crystal Ball A quiet holiday week in the markets gives us a bit of time for reflection on what has happened throughout the year. And what a year it has been. We’ve gone through a hotly conteste [...]

The Weekly Insight Podcast – Can They DOGE It? Happy Thanksgiving! Here at Insight, this is one of our favorite holidays. There is nothing more American than surrounding yourself with the ones you love, enjoying some wonderful home cookin [...]

The Weekly Insight Podcast – Shifting Expectations Last week in these pages, we talked a bit about the sugar rush that the market got coming off the election results a few weeks ago. As we said, “Markets go on runs. And then markets need [...]

The Weekly Insight Podcast – Post-Election Priorities After all the division this country has seen for the last several months, we’d like to start this memo with something we believe everyone can agree on: Thank you to the Veterans readin [...]

The Weekly Insight Podcast – The Finish Line The human mind likes things inside a box. It likes to-do lists. It likes to be able to check things off and say, “that’s done” and move on to the next thing. It likes to know where the finish l [...]