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Category: Morning Note

Change is Better

Good Morning, If you think about it, were it not for constant change – we would all be in a world of hurt. Almost nothing we enjoy today, products, services,…

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Participant?

Good Morning, It is easy for investors and consumers to get caught up in this dragnet of hypocrisy, vitriol and fear-mongering one gets when reading almost any press these days….

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Merchants of Doom

Good Morning, I thought it would be helpful to repeat the first line of the last morning note given the experience of the inaugural roller-coaster stretch of 2020. Expect many…

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D.O.A.

Good Morning, Don’t Over React Again. The minute-by-minute updates on the coronavirus continue to buzz across the lower or upper bands of “Breaking News highlights” on any financial website. Stunning…

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Proper Focus

Good Morning, First – the bad news to get it out of the way. While the number of cases of the coronavirus noted from China seems like a scary number…

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Monsters

Good Morning, Ah well, don’t shoot the messenger please. The market – for long-term investors – needed a rest, a reset. Consider the idea that we are visiting a needed…

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Correction – Please?

Good Morning, Call me nutty – but I get nervous when things “feel better” – which I am unfortunately hearing a lot these days – but only if speaking about…

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Buckle Up

“The man who is a bear on the future of the United States will always go broke.” – J.P. Morgan Good Morning, “In preparation for our descent into XYZ, please…

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Bear Herding

“The man who is a bear on the future of the United States will always go broke.” – J.P. Morgan Good Morning, Well, there you go – the first 5…

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Your Default Setting?

“The man who is a bear on the future of the United States will always go broke.” – J.P. Morgan Good Morning, We expect the Holiday Haze to slowly wear…

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