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: Fortitude
The Weekly Insight Podcast – Fortitude When you push the button to take you to the latest edition of this memo (or our podcast), your action – much like everything on the internet – is recorded. And, while we can’t tell who is reading thi [...]
The Weekly Insight: Liberation Day?
The Weekly Insight Podcast – Liberation Day? Happy ADK Day, as we call it at Insight! Today is Andrew Kleis’ (one of Insight’s founders) birthday. He shares his birthday with none other than Johann Sebastian Bach, which explains his amazi [...]
The Weekly Insight: Transitory
The Weekly Insight Podcast – Transitory If there is one word Jerome Powell regrets from 2021, it’s “transitory”. It was how he referred to inflation at the time, insisting it was just being driven by supply chain issues and wouldn’t last. [...]
The Weekly Insight: What Does a Recession Mean for the Market?
The Weekly Insight Podcast – What Does a Recession Mean for the Market? In a move that surprised exactly no one, we had more volatility in the market last week. Fears of President Trump’s trade policies led markets down. Good inflation da [...]
The Weekly Insight: A Moment of Opportunity
Editor’s Note: There will not be a Weekly Insight Podcast this week as we ran into some “technical difficulties”. It will be back next week! Markets took another leg down last week. And they did so despite some positive news on the econom [...]
The Weekly Insight: Drama
The Weekly Insight Podcast – Drama In a conversation with a client late last week, there was a comment made that caused some reflection. The client essentially said “I feel bad for you guys. It seems like you just have to go from drama to [...]
The Weekly Insight: 5 Years Later
The Weekly Insight Podcast – 5 Years Later Five years ago today – February 24, 2020 – we wrote the first “Weekly Insight Memo”. It wasn’t meant to be a weekly memo. Just our take on COVID as the world – and the markets – were starting to [...]