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Category: Morning Note

Don’t Look Now

Good Morning, Today will be short and sweet – with several pictures – always more fun than a lot of typing. I can hear the great sigh of relief now….

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Just the Facts Ma’am

Good Morning, I wanted to start out by suggesting that one NEVER try to interpret financial data based on politics. Political fervor – and now, sadly, outright hatred – has…

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Everything Will Change

Good Morning, First, the reactions around the country over the weekend to the gut-wrenching and terrible circumstances surrounding Mr. Floyd’s death is heartbreaking to watch. I was in Chicago this…

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Post Covid-19?

Good Evening, We sure hope you and yours are set to enjoy a wonderful, safe, fun and healthy weekend. As much as the constant flow of news, statistics and fearful…

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On The Run 2

Good Morning, We sure hope you and yours had a wonderful, safe, fun and healthy weekend. The kick-off to summer is underway….as that hazy period apporaches. The high speed frequency…

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The Kick-Off

Good Afternoon, First, we wish you and yours a safe, healthy and enjoyable Memorial Day Weekend. Welcome to the often-assumed kick-off to summer. The expected rest in the market did…

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Bat on The Run

Good Morning, You recall the legions of “it’ll never get better…”, or “we may never get back to normal…”, or “it takes years to solve these problems…” naysayers. Make sure…

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Technicals & Sentiment

Good Morning, So, here we are – having reach the upper edge of the “range” we had suggested it appeared the markets were likely to form given the calendar, we…

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Bigger Question(s)?

Good Morning, There are a few things we need to recognize – in my humble opinion – which may help to lend a little clarity to what we are all…

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Interruptions

Good Morning, Sell in May and go away got a strong start – but in our view should dissipate fairly soon. As noted for a couple weeks in advance –…

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