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...
by Insight Investment Counsel | Apr 1, 2021 | Client Letters
Dear Clients and Friends of Insight, Our letters usually address what is most important within the macro environment – how it will likely impact investors generally, what our overall investment strategy is in response, and how client portfolios will likely perform. We...
by Insight Investment Counsel | Jan 1, 2021 | Client Letters
Dear Clients and Friends of Insight, The year 2020 has now come to an end, but the impact from the days of 2020 will likely remain with us well into the future. For most of us, the pandemic inconveniently put our lives on hold. Many people, though, were far less...
by Insight Investment Counsel | Oct 1, 2020 | Client Letters
Dear Clients and Friends of Insight, The year 2020 has been like no other and there is certain to be another chapter or two written before it is in the books. A common theme for the year has been the economy which started out as the longest expansion on record,...
