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Category: Morning Note

More Dominos

Good Afternoon, No Pain – No Gain. How many times have we heard that? Probably so many times that many prefer to ignore it. It is human nature to mentally…

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Squall Lines

Good Afternoon, Just in case you missed our note sent out over the long weekend (“Just a Hunch“), a cold, hard fact from Mr. Munger: “It’s not supposed to be…

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Just a Hunch

First, all of us here send our best wishes to you and yours for a safe, enjoyable, relaxing and rewarding Labor Day Weekend Holiday. Enjoy time with friends and family…

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Hat Trick

“If you are distressed by anything external, the pain is not due to the thing itself, but to your estimate of it; and this you have the power to revoke…

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Odd Couple

“The Stock Market is a device for transferring money from the impatient to the patient….” Warren Buffett Good Morning, I start with that interesting quote only because August was great….

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Gut Check

“Most people want to avoid pain, and discipline is usually painful.” – John C. Maxwell Good Morning, Here we are – closing out the next to last week of summer….

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Tectonic Shift, Part 2

“The journey to the light starts with a candle. Once it’s lit, darkness has gone forever.” ―Adriano Bulla Good Morning, While it may not be apparent in the press, things…

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Under the Bunker

“Fear is the path to the dark side.Fear leads to anger. Anger leads to hate. Hate leads to suffering.”-Yoda Good Evening, Like all disasters before now and all terrible events…

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End of Times

“As sure as the spring will follow the winter, prosperity and economic growth will follow recession.” -Bo Bennett “Nothing in life is to be feared; it is only to be…

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A New Beginning

“The most dangerous people in the world are very smart traders who have never gotten their teeth kicked in.” – F. Helmut Weymar Good Morning, In the early 90’s, I…

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