The Weekly Insight Podcast – Positioning for the Post-Election World Sometimes these memos are easy to put together. There is an obvious topic that needs to be addressed and you, dear reader, are interested in the topic. Other times, thes [...]

The Weekly Insight Podcast – Theres More Than an Election As the Presidential election bears down upon us (just two weeks to go!), there has certainly been a change in demeanor of the people with whom we’re speaking. Clients, colleagues, [...]

The Weekly Insight Podcast – Is Good News Good News Again? Regular readers of this column will remember a theme we talked about as the economy moved on from COVID and inflation took hold: “Bad News is Good News”. We wrote a whole memo abo [...]

The Weekly Insight Podcast – 28 Miles of Angst Is it just us, or do people seem stressed out right now? The amount of worry we hear on TV, social media, and in daily conversations is…exhausting. We know you’re feeling it, too. All you mus [...]

The Weekly Insight Podcast – What if They're Wrong? Editorial Note: There will be no Weekly Insight Memo next week as your author will be travelling. We’ll be back with our next edition on Monday, October 7th.  It happened. The moment we’ [...]

The Weekly Insight Podcast – The K-Shaped Recovery If you were to turn on CNBC, or pick up the Wall Street Journal, or jump on YahooFinance.com any day this week, we can almost guarantee you’ll hear some version of these two headlines: “T [...]

The Weekly Insight Podcast – Worst Week Ever (*this year…) Did you feel that? That was the market’s worst week in 2024. Down 4.22% in a week. Well worse than we saw even at the beginning of August. Was there panic in the streets? Not real [...]