The Weekly Insight
The Weekly Insight Podcast brings you weekly information about what you need to know about what is going on in the market every week.
Episodes
136 episodes
Positioning for the Post-Election World
We’re almost there. Just eight days to go until we can put this election behind us. But we also have to remember that elections matter in portfolios. This week, we look at one of the big areas where we might see immediate impacts to the m...
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11:28
There's More Than an Election
You’d be forgiven for thinking the only thing happening in the world today is the Presidential election coming up in just over two weeks. It seems that’s all any pundit is talking about. But the truth is, there is a lot happening impacting fina...
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11:41
Is Good News Good News Again?
As they say, the only thing constant in the world is change. And we’re seeing an interesting change in how the market perceives economic news. You’ll recall many conversations in the pages of the Weekly Insight over the last few years about how...
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8:00
28 Miles of Angst
The world sure seems full of worry today, doesn’t it? It doesn’t help that we have two Presidential candidates fear mongering for votes. But there are things we should worry about in portfolios and things that really don’t move the needle. One ...
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9:45
What if They're Wrong?
It finally happened! The Fed cut rates last week. And not just a 0.25% cut. We got the full 0.50%, which was larger than many anticipated. That brings up many questions, but the biggest is the simplest: what if they’re wrong? What if the Fed ha...
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8:13
The K-Shaped Recovery
As we head into Fed Week (a very important Fed Week!), we thought it might be a good time to step back and look at the economy as a whole. We’re in an interesting moment. Economic growth continues to excel at a time when citizens of our country...
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11:05
Worst Week Ever (*this year…)
Did you feel that? That was the market’s worst week in 2024. Down 4.22% in a week. Well worse than we saw even at the beginning of August.Read more here: https...
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9:18
Stealth QE
Would it surprise you if we told you the party in power in Washington will use its power to juice the economy prior to an election? It shouldn’t. Both parties have been doing it for years. But the current Administration is taking a novel approa...
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8:59
One Down, Two to Go?
The market’s recovery last week continued and – with the exception of Big Tech – has left us back where we started before the downturn started in July. That move was further spurred by Jerome Powell’s comments at Jackson Hole on Friday where he...
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10:59
Overprecision
We’ve all done it before: get so sucked into an idea that we miss the big picture. It happens in the markets time and again. Author and expert in behavioral investing Daniel Crosby has a term for it: Overprecision. He defines it as “excessive c...
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8:59
The Panic That Wasn't
At the beginning of last week it seemed panic was starting to settle into the market. The momentum created by the “bad” jobs report on August 2nd fed into a historically bad day in the Nikkei which lead into Monday’s open. The rout was on…until...
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8:22
Why All the Volatility?
What a morning it’s been for the markets! Volatility has spiked and the Dow plummeted nearly 1,000 points at the open this morning. Read more here:
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9:57
Cuts Are Coming... Now What?
Fed week is upon us yet again, but there is little question what Chairman Powell and company are going to do this week: not much. Barring any surprises, the market is set for the first rate cut to begin in September. But what, exactly, does tha...
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9:29
Crowd Struck
Well, where do we start this week? There’s earnings season. Or the rotation from mega cap tech stocks to the rest of the market. Or the sitting President who just dropped out of the race 107 days before Election Day. Or how about the greatest I...
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10:59
Panic or Certainty?
Where do we even start? Love Trump or hate him, there’s no denying we just experienced a dark weekend in American history. There is no place in a democracy for these kinds of disgusting acts. But as crass as it may seem, you come to us to...
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8:08
The Math Doesn't Lie
It isn’t often we get politicians from the left and the right uniting on an important issue. But it’s happening right now. Leading Democrats and Republicans – including both Presidential candidates – are committing to no changes in the Social S...
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10:07
A Messy Presidential Election
Maybe it’s appropriate that, just a week before Independence Day, American politics took yet another messy turn. We could debate for days the best outcome of our upcoming Presidential election – but what our readers/listeners are more con...
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8:17
What's the Deal with NVIDIA?
We've all heard about NVIDIA. The A.I. microchip maker is the darling of the stock market, up nearly 200% in the last year, and now officially the second largest company in the S&P 500. But what's the story? And should we be concerned about...
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10:27
They Don't Believe You
The Fed was back last week. And their meeting timed up perfectly with the release of the latest CPI data. Chair Powell and his crew said what everyone expected: they reduced their planned rate cuts for 2024 from three to one. And…no one believe...
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9:39
This Little Kitty Roars
We spend a lot of time at Insight delving through economic data, research on companies, analysis of market trends, etc., etc. But every now and then, something happens in the market where we are just…dumbfounded. Why did this happen? Who benefi...
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11:04
It's Getting Weird
We had a longtime friend of the firm who was famous for his tagline: “Let’s make it weird!”. He loved the awkward or absurd. Well, he would have loved last week. Markets trying to figure out how to digest the incoming economic information while...
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7:45
It Could Be an Interesting Summer
It’s been a tremendously good start to the year in markets. But with the Fed hitting the delay button and the election season upon us, the potential for volatility is rising. This week we made some significant changes in our portfolio strategie...
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7:28
Taking Some Winnings
There’s an old saying in the market: “Sell in May and go away”. If only it were that easy, we’d do it every year. But it’s not. This May, however, there seems to be a confluence of great market returns with some potential drivers of volatility ...
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7:55