The Weekly Insight

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 screams “strong dollar”.

The result? More than $8 trillion in paper wealth vaporized as gold, silver and Bitcoin all retreated. But the issues that caused the price spike haven’t gone away. 

Read more here: https://insightwealthgroup.com/the-weekly-insight-the-dollar-trilemma-and-why-precious-metals-just-tanked/

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.com/the-weekly-insight-the-great-rebalancing/

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 wisdom that can help us manage it.

Read more here: https://insightwealthgroup.com/the-weekly-insight-financial-stoicism/

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 – and the investment opportunities it will create. 

Read more here: https://insightwealthgroup.com/the-weekly-insight-the-biggest-thing-nobody-is-talking-about/

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: https://insightwealthgroup.com/the-weekly-insight-oil-still-matters/

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 lessons we learned this year. And, more importantly, how they might apply to future years that might not be so wonderful. 

Read more here: https://insightwealthgroup.com/the-weekly-insight-2025-lessons-learned/

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 times). And yet, as we told you last week, market prognosticators are expecting another double digit year in the market in 2026.

Read more here: https://insightwealthgroup.com/the-weekly-insight-can-2026-continue-the-trend/

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 working – got us thinking. How predictive is the consumer's feelings about the economy? And how does it differ from what Wall Street is saying?

Read more here: https://insightwealthgroup.com/the-weekly-insight-wind-chill/

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 thinks the economy is heading. 

Read more here: https://insightwealthgroup.com/the-weekly-insight-eyes-on-the-bond-market/

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 planning tools that you may find beneficial.

Read more here: https://insightwealthgroup.com/the-weekly-insight-feeling-charitable/