The Weekly Insight

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.

Read more here: https://insightwealthgroup.com/the-weekly-insight-the-two-economies/

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 some hackles. Anytime someone draws a direct correlation between the current environment and 2008 it causes a visceral reaction amongst investors (and in our office!). But a little homework goes a long way. 

Read more here: https://insightwealthgroup.com/the-weekly-insight-whats-going-on/

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 this all mean for the market in the weeks and months to come? 

Read more here: https://insightwealthgroup.com/the-weekly-insight-fed-signals-tech-turbulence/

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: https://insightwealthgroup.com/the-weekly-insight-fed-certainty/

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 make money. But how much patience will investors have as the large AI firms spend hundreds of billions to build out their AI capacity. 

Read more here: https://insightwealthgroup.com/the-weekly-insight-the-investment-risk-in-ai/

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: https://insightwealthgroup.com/the-weekly-insight-shut-it-down/

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 understandably skeptical. But we can’t just ignore the data behind it.

Read more here: https://insightwealthgroup.com/the-weekly-insight-this-time-its-different/

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 market has taken – that this is the start of a prolonged period of rate cuts – which may be a bit farfetched.

Read more here: https://insightwealthgroup.com/the-weekly-insight-dont-get-too-excited/

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: https://insightwealthgroup.com/the-weekly-insight-the-two-types-of-corrections/