The Weekly Insight Podcast – Silly Season Inflation, Fed, Recession. Those three themes have dominated the markets since the Fed meeting in January and have dominated the commentary in these pages as well. But now, as we’re starting to se [...]

Fed meeting week. We’d be lying if we weren’t always a bit anxious ahead of a Jerome Powell press conference. We could have all the confidence in the world on what the Fed might do, but until they’ve done it, all bets are off. Well now th [...]

This is one of those “tweener” weeks for the Weekly Insight. Last week, we had the big inflation data and the start of the earnings season. Later this week, we get the big announcement from the Fed on interest rates. The market seems to b [...]

The Weekly Insight Podcast – The Stress Test Well…we promised last week would be a big week! In that regard, it didn’t disappoint. The reasons it was a big week? There was some disappointment there. We’re going to dive into the data this [...]

The Weekly Insight Podcast – Big Weeks Ahead We’ve discussed it before in these pages, but the latter part of the summer tends to be a quiet time in the market. Once we get past the 4th of July, it’s typical that Wall Street starts to tak [...]

The Weekly Insight Podcast – Life, Liberty & the Pursuit of Happiness Happy (belated) Fourth of July! We hope the extended weekend allowed you some time to relax with family and enjoy – what we believe is –the most important secular h [...]

The Weekly Insight Podcast – New Rules: Energy Last week, we took a deep dive into the impacts of the Federal Reserve’s 75-basis point rate hike. Readers of that memo (here) will know we weren’t exactly…impressed. Simply put, the Fed chan [...]