The Weekly Insight Podcast – The More Things Change The old saying is that “the more things change, the more they remain the same”. That could not have been on better display this week when Fed Chair Jerome Powell addressed the Jackson Ho [...]

The Weekly Insight Podcast – August Never Fails In a review of old Weekly Insight Memos from years past, we noticed a trend in August. Some sort of variation along theme of “August is a quiet month in the markets”. The theory is that trad [...]

The Weekly Insight Podcast – The Base Case As we sit down to write this memo, your author has just returned from the 10th Annual Insight FairFest Client Appreciation event at the Iowa State Fair. What started a decade ago as a small gathe [...]

The Weekly Insight Podcast – The Validity of the Public Debt What had been a particularly good month of stock market returns turned quickly last week on the news that Fitch, one of three bond rating agencies (along with S&P and Moody’ [...]

The Weekly Insight Podcast – Are We There Yet? It’s road-trip season across America. Moms and Dads across the country are packing up the family truckster with idyllic plans of making new family memories. And inevitably the question will c [...]

The Weekly Insight Podcast – No One Cares Let’s get this out of the way fast: This is Fed Week. On Wednesday, the Federal Open Market Committee (FOMC) will release their latest interest rate decision. During Fed Week, not much else matter [...]

The Weekly Insight Podcast – Embrace the Good You probably noticed a bit of a pessimistic bent to the memo last week as we focused on the Fed’s intransigence on inflation and interest rates. There is no question that we are…confused…about [...]