The Weekly Insight Podcast – This Little Kitty Roars The Meme Stock days are back. Famed investor “Roaring Kitty” (yes, we can’t even believe we’re writing this…), famous for driving the GameStop stock bet during the pandemic, reemerged t [...]

The Weekly Insight Podcast – It's Getting Weird We’re going to caveat this week’s memo as we normally do when we have to talk about politics as it relates to your portfolio: we’re not here to take a political position. In fact, we can gua [...]

The Weekly Insight Podcast – It Could Be an Interesting Summer Welcome to summer! We hope this memo finds you all well rested, tanned, and relaxed after the Memorial Day holiday. We also hope you were able to take a moment to remember and [...]

The Weekly Insight Podcast – Taking Some Winnings The market has been on an abnormally good run. April saw us break a five-month streak of positivity, but already by the 20th of May, that pain has been wiped off the table. All three major [...]

The Weekly Insight Podcast – The Importance of Negative Returns We dropped a stat in last week’s memo that we want to call back to this week. Let’s review it: It’s great that the S&P 500 has averaged 7.8% since 1928. But do you know h [...]

The Weekly Insight Podcast – On Base Percentage Your author had a conversation with a client last week in which they said something to the effect of, “You guys put everything on the record so we can see if you were right or wrong”. Hate t [...]

The Weekly Insight Podcast – A Busy, Busy Week Here we go. It’s going to be a busy – and potentially exciting – week for the markets. There is a lot happening. The Fed is meeting. 175 members of the S&P 500 are reporting earnings. We’ [...]