The Weekly Insight Podcast – When Optimism Becomes a Risk This has been a remarkably good year in the market. War, energy disruptions, inflation risk. None of them have been able to pierce the veil of the growth happening in the U.S. econ [...]

The Weekly Insight Podcast – The Great Rebalancing: Part II Editor’s Note: The Weekly Insight will be taking next week off due to the Fourth of July Holiday (Happy 250th, America!). Additionally, our offices – and the market – will be clo [...]

The Weekly Insight Podcast – The Warsh Standard There was a time – during the post-COVID inflation surge – that this memo could have been aptly retitled “The Weekly Fed.” We spent considerable time in these pages discussing Fed policy and [...]

The Weekly Insight Podcast – $235 Billion Has to Come from Somewhere Last week, the world’s largest IPO landed. Everything else was noise. Economic news, drama in the Strait of Hormuz, and none of it mattered. There was only one story wor [...]

The Weekly Insight Podcast – The Chokepoint (Revisited) Editor’s Note: Due to travel schedules, this memo was drafted late Thursday. Needless to say, Friday was a whole other story. Equity markets were off hard on a couple of key issues: [...]

The Weekly Insight Podcast – SpaceX IPO: Go/No-Go? In our 14 years as a firm (and many more in this business), there aren’t many things we see for the first time anymore. COVID was one. The collapse of the financial sector in 2008 was one [...]

The Weekly Insight Podcast – The Space in the Middle The thing about writing market commentary is that you can find statistics to justify pretty much any position you want to take. Want to argue the consumer is healthier today than they w [...]