Welcome to 2022! We hope you all had a wonderful holiday season. Last week was a quiet one in the markets and on the economic front as most of the world was out celebrating the holidays. As such, we are going to keep this memo a little li [...]

And just like that, we are writing the last Weekly Insight of 2021. It is hard to believe we are already about to turn the calendar over. We read something a long time ago that talked about how – when you get older – the days go slower, a [...]

Tis the season! Happy holidays to each of you. We hope, as we head into the Christmas week, that this memo finds you well. It truly is the “most wonderful time of the year,” and, like you, we look forward to spending time later this week [...]

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 [...]

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 [...]

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 [...]

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 [...]