The Weekly Insight Podcast – Bond Bust There’s been a story the financial services industry has been telling investors for many years. It’s one that’s meant to convey safety and confidence. It’s one that countless investors have bought in [...]

The Weekly Insight Podcast – A Position to Proceed Carefully Editor’s Note:  There will be no Weekly Insight or Weekly Insight Podcast the week of October 2nd. We’ll be back in action on Monday, October 9th! Well…we did our best. You’ll n [...]

The Weekly Insight Podcast – Strikes and Shutdowns, Oh My! Two steps forward, one step back. Or is it one step forward and two steps back? Either way, that’s what it seems has been happening for the last 3+ years in this market. Pandemic. [...]

The Weekly Insight Podcast – The Red Dragon Before we start this week’s memo, it is important to remember what a special, and tragic, place this day holds for our Nation. It seems almost impossible that it was 22 years ago that a group of [...]

The Weekly Insight Podcast – Swifties Unite Just a quick note before we dive into this week’s memo: As our clients know, the transition from TD Ameritrade to Schwab took place over the Labor Day weekend. In our review early this morning, [...]

The Weekly Insight Podcast – The More Things Change The old saying is that “the more things change, the more they remain the same”. That could not have been on better display this week when Fed Chair Jerome Powell addressed the Jackson Ho [...]

The Weekly Insight Podcast – August Never Fails In a review of old Weekly Insight Memos from years past, we noticed a trend in August. Some sort of variation along theme of “August is a quiet month in the markets”. The theory is that trad [...]