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 [...]

The Weekly Insight Podcast – A Slow Start Oh no! The first week of trading in the S&P 500 is behind us and 2024 is off to a rough start! The S&P 500 is down 1.52%. Clearly that portends something horrible, right? Nope. Let’s get t [...]

The Weekly Insight Podcast – 2024 Concerns and Opportunities We’re not big “New Year’s Resolution” folks here at Insight. In our business, if there’s something you need to change, you’ll regret waiting until the new year. Better jump on t [...]

The Weekly Insight Podcast – Old Saint Jerome Editor’s Note:  Please note that Insight’s offices (and the markets) will be closed the next two Mondays in celebration of Christmas and New Years Day. The Weekly Insight will not be published [...]