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Category: Morning Note

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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China Who?

Good Morning, My Dad always told me “no rest for the weary….” Hilarious – it’s only January 3 and the latest”existential” monsteris roughly 24 hours old already! Forget China –…

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Into The Darkness

Above all else, we want to wish you and yours a wonderful, healthy, safe, prosperous and Very, Very Happy New Year. Good Morning! As covered for many months now, 2020…

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