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Category: Morning Note

Beyond The Clouds

Good Morning, Somewhere in the months and quarters ahead, we are set to find that a reassuring fact remains tested again – but true: A pessimist on the future of…

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The Toughest Part

Good Morning, Someday, maybe many years from now, there may be a lesson finally learned that “shooting first and asking questions later” is a foolish pathway for investing. Yes, sometimes…

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Reality Check

Good Morning, Terrified. I have heard it a lot recently. I am pretty sure you will agree with me that the average advisor is now petrified of the market –…

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Numb?

Good Morning, I have included a couple of data stats previously sent simply to make sure you keep the themes in mind as the next couple of quarters unfold. You…

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CAGED

Good Morning, Some of the best news of the day – the latest fund managers survey put out by BAML: I would suggest we pay close attention to each bullet…

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BAT OUT OF HELL

Our Very Best Wishes for a Happy Easter to You and Yours …a week of new beginnings. Good Morning, As much as it will not feel like this soon for…

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Two-Sided Coin

NATIONAL CONFERENCE CALL UPDATE & REVIEW Wednesday, April 8, 2020 4:00pm EST Dial-In: 1-712-432-0075 Access PIN: 762198 # (<–don’t forget the # sign) _______________________________________________ NOTE:as stated in a few of…

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We Will Look Back

NATIONAL CONFERENCE CALL UPDATE & REVIEW Wednesday, April 8, 2020 4:00pm EST Dial-In: 1-712-432-0075 Access PIN: 762198 # (<–don’t forget the # sign) ______________________________________________________________________ Notice on FLORIDA ORDERS: As many…

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Higher Horizon

NATIONAL CONFERENCE CALL UPDATE & REVIEW Wednesday, April 8, 2020 4:00pm EST Dial-In: 1-712-432-0075 Access PIN: 762198 # (<–don’t forget the # sign) _________________________________________________________________ Notice on FLORIDA ORDERS: As many…

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Mulligan on 2020

URGENT: NATIONAL CONFERENCE CALL UPDATE & REVIEW Wednesday, April 8, 2020 4:00pm EST Dial-In: 1-712-432-0075 Access PIN: 762198 # (<–don’t forget the # sign) NOTE: Feel free to send in…

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