THE WEEKLY INSIGHT
Your weekly information about what you need to know about what is going on in the market now.
THE WEEKLY INSIGHT
Your weekly information about what you need to know about what is going on in the market now.
The Weekly Insight: Three Pillars Revisited
It was a good week in the equities markets last week as the market absorbed the positive news on the Omicron variant (very contagious, not as virulent) and began to reset its expectations for a positive holiday season market. The S&P [...]
The Weekly Insight: The Wait Is Killing Us
Is Omicron worse than Delta? Is it more contagious? Is it more virulent? No one knows…yet. And it will take some time to flush out the science. So now the wait is on. And the market – which hates uncertainty – does not like it. Never a pl [...]
The Weekly Insight: Omicron
Well, how was everyone’s Thanksgiving weekend? We hope it was a calm and peaceful time surrounded by family. We hope you were able to refresh and recharge. And we hope you didn’t look at the news on Friday… We’re joking. Sort of. Because [...]
The Weekly Insight: Powell Renominated to the Fed
Editors Note: You should have received an email invitation to our first Insight Holiday Reception coming up on Tuesday, November 30th. Hard copies are in the mail and should be reaching you soon. We hope you will be able to join us! RSVPs [...]
The Weekly Insight: Energy, Taxes, Earnings…and a Holiday Party!
There are plenty of items to cover this week as we look back on what was a fairly quiet week in the markets. Earnings, big moves in a key energy position, and a discussion of end of year tax planning take center stage. But let’s start wit [...]
The Weekly Insight: Did the Fed Finally Get It Right?
There was a text string going around amongst our team a week or so ago. The gist was basically this: Anytime things are going this well (economically, in the market, etc.), we tend to get very nervous. When is the shoe going to drop? Whil [...]
The Weekly Insight: Digging into the Supply Chain
Supply chain, supply chain. Turn on the news today and you can’t go five minutes without hearing about it in some way, shape, or form. But, too often, the stories are about the impending doom of the supply chain, without explaining the wh [...]