The Weekly Insight Podcast – 5 Years Later Five years ago today – February 24, 2020 – we wrote the first “Weekly Insight Memo”. It wasn’t meant to be a weekly memo. Just our take on COVID as the world – and the markets – were starting to [...]

The Weekly Insight Podcast – Trade War Editor’s Note: The Weekly Insight will be taking a week off next week due to travel and we will not be publishing a column or podcast on Monday, February 17th. We’ll be back in two weeks! Most every [...]

The Weekly Insight Podcast – Hubris Financial markets – if you are intellectually honest with yourself – are wildly humbling. Just look at last week’s edition of the Weekly Insight. We made what, to be fair, were some pretty easy expectat [...]

The Weekly Insight Podcast – The Powell Effect vs. The Trump Effect There’s an old line in our industry that says, “activity breeds success”. The sentiment is, basically, if you sit on your duff and wait for things to happen to you, they [...]

The Weekly Insight Podcast – The First 100 Days Editors Note:  We’d like to apologize for the delay in distribution of the Weekly Insight.  As you may be aware, the markets were closed yesterday for Martin Luther King, Jr. Day. As such, o [...]

The Weekly Insight Podcast – Patience It was almost five years ago that this weekly memo was conceived. Those who have been with us from the beginning know it started with a desire – after a particularly bad day in the market – to get som [...]

The Weekly Insight Podcast – Is the "Shift" Coming in 2025? And here we are. The first Weekly Insight of 2025. After all the flurry of the end of the year, the holidays, the election, etc., it’s just another week in the markets. Not a lot [...]