by Insight Investment Counsel | Jul 11, 2023 | Client Letters
Dear Clients and Friends of Insight,Here we are mid-way through the year and our economy has so far avoided falling into the MUCH-ANTICIPATED recession, which has generally been expected now for over a year. Furthermore, much of the recent news flow indicates economic...
by Insight Investment Counsel | Apr 18, 2023 | Client Letters
Dear Clients and Friends of Insight, We began the new year with the consensus view from market participants and strategists that our economy would slow down from 2.6% growth in the fourth quarter. It would eventually turn negative in 2023, leaving the economy in a...
by Insight Investment Counsel | Jan 13, 2023 | Client Letters
Dear Clients and Friends of Insight,It seems almost everyone is pleased to see 2022 come to a close. The year brought many challenges and disappointments to the world. Investors of all stripes suffered losses from global bear markets. Our 2022 letters chronicled the...
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...