Our Insights

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

December 2022 – 3 in 3

 

This month, Jason gives a recap of 2022, a … READ MORE

November 2022 – 3 in 3

 

This month, Jason discusses a comparison to the 1970s, … READ MORE

October 2022 – 3 in 3

This month Jason Weaver discusses the stay at home growth, inflation and the H.O.P.E framework.

September 2022 – 3 in 3

 

This month Jason Weaver discusses the stay at home … READ MORE

August 2022 – 3 in 3

This month Jason Weaver discusses the three drivers of performance, active versus passive investing and portfolio rebalancing.