The Weekly Insight Podcast – Short Term Bias First, we would like to apologize for the delay in the distribution of last week’s Memo and Podcast.  No excuses – your author screwed up the sending of the email! – but we didn’t notice until [...]

The Weekly Insight Podcast – What Goes Up Three years ago this week was the first time we wrote one of these memos. 156 weeks – and 156 memos – later, we will be the first to admit it is sometimes hard to produce a topic to talk about eac [...]

The Weekly Insight Podcast – All Around The Margins Most of you reading this – and the whole team writing this – are a bit cynical about good news these days. That is understandable. Ten days from now will be the three year anniversary of [...]

The Weekly Insight Podcast – Hearing What We Want to Hear There have been many “post-Fed” commentaries in these pages over the last year, an indication of just how important interest rate policy has been to the market and the economy.  We [...]

The Weekly Insight Podcast – The Golden Cross This year has already been an interesting one from a sentiment perspective. We talked last week about the tug-of-war happening with expectations.  Backwards looking indicators do not look good [...]

The Weekly Insight Podcast – Tug of War Last week marked the first negative week in the S&P 500 this year, with the market off 0.27%. Not the worst week we have seen in the last few years (anyone remember when we were down 8.5% in one [...]

The Weekly Insight Podcast – Bad Earnings/Good Markets? Last year in these memos, there was a sense that the hits just kept coming. COVID, Ukraine, inflation, interest rates, interest rates, inflation. It was a drumbeat that lasted throug [...]