The Weekly Insight Podcast – The Warsh Standard There was a time – during the post-COVID inflation surge – that this memo could have been aptly retitled “The Weekly Fed.” We spent considerable time in these pages discussing Fed policy and [...]

The Weekly Insight Podcast – $235 Billion Has to Come from Somewhere Last week, the world’s largest IPO landed. Everything else was noise. Economic news, drama in the Strait of Hormuz, and none of it mattered. There was only one story wor [...]

The Weekly Insight Podcast – The Chokepoint (Revisited) Editor’s Note: Due to travel schedules, this memo was drafted late Thursday. Needless to say, Friday was a whole other story. Equity markets were off hard on a couple of key issues: [...]

The Weekly Insight Podcast – SpaceX IPO: Go/No-Go? In our 14 years as a firm (and many more in this business), there aren’t many things we see for the first time anymore. COVID was one. The collapse of the financial sector in 2008 was one [...]

The Weekly Insight Podcast – The Space in the Middle The thing about writing market commentary is that you can find statistics to justify pretty much any position you want to take. Want to argue the consumer is healthier today than they w [...]

The Weekly Insight Podcast – Avoiding the Hidden Inheritance Tax We’ve spent considerable time in these pages over the last several years talking about all that could go right or wrong with public markets. But, if you’ve been paying atten [...]

The Weekly Insight Podcast – The Math Problem: What Do Rising Gas Prices REALLY Mean? You’re used to this old game by now. Something significant happens in Washington and both sides start spitting out their spin. It’s nothing new. And we [...]