by Insight Investment Counsel | Oct 14, 2022 | Client Letters
Dear Clients and Friends of Insight, The Federal Reserve a few weeks ago affirmed their commitment to continue their restrictive policies aimed toward taming inflation, and Chairman Powell warned that the economy may suffer as a result. This alert, after they have...
by Insight Investment Counsel | Jul 8, 2022 | Client Letters
Dear Clients and Friends of Insight, The news turned continually more negative for the economy as the second quarter unfolded. Whether it was more persistent inflation, higher interest rates, rising inventories, or falling consumer and business confidence, market...
by Insight Investment Counsel | Apr 7, 2022 | Client Letters
Dear Clients and Friends of Insight,Considering the numerous challenges investors faced in the first quarter, we are pleased to report that Insight’s client portfolio values held up quite well, which we’ll share below. First, here is a quick recap of the key...
by Insight Investment Counsel | Jan 10, 2022 | Client Letters
Dear Clients and Friends of Insight, Welcome to the new year! Before we review 2021, I have a prediction for 2022 – it will be remembered as the year of moderation. In contrast, 2020 and 2021 will surely be remembered for their extremes. I hope I am correct. The...
by Insight Investment Counsel | Oct 1, 2021 | Client Letters
Dear Clients and Friends of Insight, Those of you who have been long-time readers of Insight’s letters know that we have held steadfast with our positive view toward the U.S. stock market and the rewards of stock ownership, generally. This view has been based on...
by Insight Investment Counsel | Jul 1, 2021 | Client Letters
Dear Clients and Friends of Insight, In our April letter we expressed concern that accelerating economic growth due to pent up demand, supported by massive government spending and stimulative monetary policy, yet constrained by supply disruptions, would likely lead to...
