The market is obsessed with AI. But nobody is asking the right question: why is AI worth trillions of dollars? What problem is it solving? This week, we dive into the biggest structural shift in the global economy that no one is discussing – an...

As we dive into the new year, markets have continued their solid pace. But there is plenty of international intrigue that has reminded investors of the importance – and drama! – in fossil fuels. Read more here:

As we wrap up the year, it would be easy to just say, “It was a great year in the markets! See you in 2026!” But as we prepared the year-end Weekly Insight Memo and Weekly Insight Podcast, we thought it would be a good time to focus on the less...

Barring a complete collapse in the next nine days, 2025 will mark just the sixth time in history that we’ve seen double digit returns in the S&P 500 for three consecutive years. Four years in a row is even more rare (it’s happened three tim...

It was a frigid weekend in Iowa. Which may be why an article we read about the “Windchill Economy” caught our attention. But the facts of the article – that how people feel about the economy today is much different than how it’s actually workin...