The 1973 Arab Oil Embargo removed 7% of the world's oil supply. It gave us gas lines, 11% inflation, and interest rates that eventually hit 20%. It defined a decade.The Strait of Hormuz closure is removing 20%.And yet — Wall Str...

Read more here: https://insightwealthgroup.com/the-weekly-insight-the-old-playbook-doesnt-apply/

The Strait of Hormuz is 21 miles wide.20% of the world's oil flows through it every day. As of Saturday, it's effectively closed.We've been warning about this exact scenario since April 2024. Now it's here.In this week's me...

Is AI going to end the world? Destroy every software company? Bankrupt the biggest tech companies on earth?If you've watched the news lately, you'd think the answer to all three is yes.Here's the problem: the math doesn't work. Yo...

Markets have been pricing in a weaker dollar for months. Gold, silver, and Bitcoin all jumped in value. And traders were expecting a Fed chair announcement that would continue that theme. Instead, they got Kevin Warsh – a hawk whose resume scre...

Great earnings aren’t enough anymore. The market is telling us something – and it’s been saying it for 90 days.Read more here: https://insightwealthgroup....

We had a wild start to the market last week. Markets fell. Headlines screamed. Fear spiked. But by week’s end, nothing had actually changed. It seems like that same cycle is happening more frequently. And it turns out, there is some ancient wis...

The market is obsessed with AI. But nobody is asking the right question: why is AI worth trillions of dollars? What problem is it solving? This week, we dive into the biggest structural shift in the global economy that no one is discussing – an...

As we dive into the new year, markets have continued their solid pace. But there is plenty of international intrigue that has reminded investors of the importance – and drama! – in fossil fuels. Read more here:

As we wrap up the year, it would be easy to just say, “It was a great year in the markets! See you in 2026!” But as we prepared the year-end Weekly Insight Memo and Weekly Insight Podcast, we thought it would be a good time to focus on the less...

Barring a complete collapse in the next nine days, 2025 will mark just the sixth time in history that we’ve seen double digit returns in the S&P 500 for three consecutive years. Four years in a row is even more rare (it’s happened three tim...

It was a frigid weekend in Iowa. Which may be why an article we read about the “Windchill Economy” caught our attention. But the facts of the article – that how people feel about the economy today is much different than how it’s actually workin...

We spend a lot of time talking about equities in this business. But not nearly enough time is devoted to the bond market. Interestingly, it’s the larger of the two markets. And it is a great “canary in the coal mine” about where the market thin...

The holidays are upon us! And with that comes a race to the end of the year. In this edition of the Weekly Insight Memo and Weekly Insight Podcast, we’re taking a break from the market commentary and instead looking at some good year-end planni...

Read more here: https://insightwealthgroup.com/the-weekly-insight-age-old-investment-advice/

We spend a lot of time talking about how companies are doing in this economy. And as Q3 earnings reports are wrapping up, the answer is “quite well!”. But there is a whole other side to the economy that matters even more: the consumer.Re...

Most people in the world are “headline readers”. There’s simply not enough time in a reader’s day to get past the headline and do the research. Which is why the headline we saw on Friday (“Stocks Worst November Since ‘08”) was enough to raise s...

The market news last week was enough to give you whiplash. The Fed cut rates (Yay!). Powell intimated no more cuts in December (Boo!). Tech earnings were solid (Yay!). Some tech companies were punished for their AI spend (Boo!). But what does t...

It’s Fed Week again. And by every measure, it seems certain we’re going to get another rate cut. But what should we make about the market’s certainty (100%!) that rate cuts will continue in December and into 2026? Read more here:

Over the last several weeks, there has been a proliferation of articles and commentators questioning the extremely large capital expenditures of AI firms as they ramp up their capacity. It’s a saying as old as time: you have to spend money to m...

It’s shutdown time in Washington, D.C. again. It’s always a dramatic time in the news. But is it something that should concern us as it relates to portfolios?Read more here:

The four most dangerous words in the world of finance are, “This time it’s different.” We’ve heard it time and again. And time and again it’s not true. So when we start hearing that higher P/E ratios for the market are the “new normal”, we’re u...

We know we’re not breaking any news when we tell you Chairman Powell and the Fed cut rates last week. The long-anticipated cut was received very well by markets which closed the week at all-time highs on Friday. It’s the next logical leap the m...

The Fed is meeting this week and expected to cut rates. In the media’s calculus this should be good for markets. But it wasn’t particularly good the last time they cut rates. So what happens if the market pulls back?Read more here:

The markets brought us a little bit of everything last week, but ended on a positive note. As fast as the news cycle moves, it seems most had forgotten by Tuesday that there was a very big court decision on tariffs the previous Friday. This wee...