The Weekly Insight

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The bond market doesn't make headlines like stocks do. No breakouts. No "to the moon." Just yields, spreads, and math. But right now, it might be telling us more than the stock market is. Here's what's happening: the...

Four years ago, Jerome Powell used Jackson Hole to warn markets that rate hikes were going to be painful and longer than expected. It became one of the most consequential speeches of his tenure. Last Friday, new Fed...

Moderna's melanoma trial results moved the stock this week — and a lot of the healthcare sector with it. The excitement is real. Personalized, tumor-built cancer treatment is a genuine medical leap. But here's the...

Read more here: https://insightwealthgroup.com/the-weekly-insight-time-to-pick-a-side/

A client of ours spent $80,000 to teach his family how money works. He'd built something over 30+ years. What kept him up wasn't whether his kids would inherit it. It was whether they'd know what to do with it when they...

Six politicians. Two parties. Twenty years. The exact same promise: "I will not touch your Social Security." Every one of them was making a promise the math couldn't keep. In 2005, the last president who tried to...

Nearly every quarter, Wall Street lowers the bar right before earnings season. It's not a conspiracy — it's self-preservation. An analyst who calls 2% growth and sees 3% looks smart. Call 3% and get 2%, and you were...

The Magnificent 7 are down over 10% since October 29th. The other 493 stocks in the S&P 500 are up nearly 15%. That's a 25-point gap. And almost no one is talking about it. This week's Weekly Insight breaks down the...

The Fed spent the better part of a decade talking too much. On Wednesday, Kevin Warsh signaled that era is over. His first press conference as Fed Chairman didn't just announce a rate hold. It announced a philosophy —...

Read more here: https://insightwealthgroup.com/the-weekly-insight-235-billion-has-to-come-from-somewhere/

<p>Three months ago we published a memo called "The Chokepoint" — written the morning the U.S. started bombing Iran. We laid out exactly what a prolonged Strait of Hormuz closure would do to oil prices, inflation, and...

<p>Everyone wants SpaceX shares. The phones haven't stopped.<br/><br/>So, we did what we always do: we looked at the data first.<br/><br/>What is SpaceX actually selling? Three businesses. One is wildly profitable. One...

<p>Consumer sentiment just hit its lowest reading since 1952. The lowest in history.</p><p>At the same time, Redbook same-store sales just spiked to 9.6% — one of the strongest retail readings in years.</p><p>Both of...

<p>Most families spend years worrying about the estate tax.</p><p>Here's the reality: fewer than 2,000 deaths will trigger a federal estate tax payment this year. That’s 0.07% of all estates. </p><p>The tax your heirs...