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Category: Morning Note

A Stab at “Why?”

Good Morning, On Monday morning, the VIX shot past 62, closing in on record panic. The current decline in stock prices seems tame compared (overall) to other periods of panic….

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Cost of Goods Sold

Good Morning, First – just a reminder: √ Please be confident and note that our ability to serve your needs, answer your questions, take your calls or provide/watch the data…

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The Heat of Battle

Good Evening, Just a note being sent along to help us all focus on the pathway ahead after an ugly day in the markets. First – an apology. I received…

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Now Self-Fulfilling

Good Morning, First – just for housekeeping purposes: Please be confident and note that our ability to serve your needs, answer your questions, take your calls or provide/watch the data…

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“No Definitive Action”

Good Morning, The title today comes from a CNBC headline yesterday morning. It was just after the G7 phone call at 7am and it was describing, based on the “intelligence…

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“Significant Uncertainty”

Good Morning, Let’s get a couple things really clear in our minds. I don’t care what you have been taught, what you read in newsletters, what you heard on TV,…

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Reality Check March

Good Morning, Before we get rolling, we have attempted to send out a higher number of morning notes during this Panic Episode #67 since the 2008-2009 lows from the Great…

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“The Future is Unclear”

Good Morning, WARNING: Grab the strongest cocktail you have – this will take awhile to read. Here we go…. Sometimes we humans say some pretty funny stuff. It is times…

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Got Panic?

Good Morning, Well, what can you say when all themes become overwhelmingly negative? Not much – one is left holding their breath – and counting patiently. So today, I thought…

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Bad Dominos

Good Morning, Never confuse simple with easy in the world of investing for the long haul. It is times like now – a full-fledged global panic – which drive home…

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