Our Insights

December 2023 – 3 in 3

 

This month, Jason Weaver discusses labor, leverage and liquidity.… READ MORE

October 2023 – 3 in 3

This month, Jason Weaver discusses consumer sentiment, small caps vs. large caps, and biotech.

August 2023 – 3 in 3

This month, Jason Weaver discusses the U.S. age demographics, spending and baby boomers.

July 2023 – 3 in 3

This month, Jason Weaver discusses the magnificent 7, the H.O.P.E. framework and employment.

June 2023 – 3 in 3

 

This month Jason Weaver discusses a jobful recession, market … READ MORE

May 2023 – 3 in 3

 

This month Jason Weaver discusses the debt ceiling, earnings … READ MORE

April 2023 – 3 in 3

 

This month Jason Weaver discusses de-dollarization, narrow focused rally … READ MORE

March 2023 – 3 in 3

 

This month Jason Weaver discusses 2008 banking, 2023 banking … READ MORE

February 2023 – 3 in 3

 

Jason Weaver discusses valuations and interest rates, margins, fundamentals … READ MORE

January 2023 – 3 in 3

 

This month, Jason Weaver discusses bonds, earnings recession and … READ MORE