The Weekly Insight Podcast – Super Core There’s a game folks who do “messaging” play – whether it be in politics, in finance, or any other public communications field. It’s simple: change the narrative. When you don’t want to be talking a [...]

The Weekly Insight Podcast – Cleared for Landing We’ve been building up to this week in our last few memos, so we’re going to dive right in: It was Fed Week last week. And one of the most highly anticipated Fed weeks in a while. What did [...]

The Weekly Insight Podcast – Debt Ceiling Danger Last week was fairly uneventful. There was a good bit of volatility, but the result was unremarkable. Stock and bond indices were broadly up for the week – but that all happened on Friday.  [...]

The Weekly Insight Podcast – True Hope vs. False Hope We were at a conference with a group of clients in early March. At dinner one evening, a client commented on the content of the Weekly Insight and said something to the effect of “why [...]

The Weekly Insight Podcast – Some vs. Several It was another positive week for the markets last week. The S&P 500 recorded its fourth positive week out of the last five and the Barclays Global Aggregate Bond Index has followed a simil [...]

The Weekly Insight Podcast – Stumbling Blocks: Student Debt Market Update – Banks & Inflation The market rebounded this week as the fear of a banking crisis eased. The news didn’t quite reach the “all clear” standard (that would have [...]