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Category: Morning Note

The Thunder Rolls

“When did the future switch from being a promise to being a threat?” – Chuck Palahniuk Good Morning, As much as we had suggested a rest was in the offing,…

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How Fast?

“The desire to perform all the time is usually a barrier to performing over time.” – Robert Olstein Good Morning, Not sure you have been seeing the theme unfold across…

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The Grind

“Great investing requires a lot of delayed gratification.” – Charlie Munger Good Morning, History says February’s are weak months in the first year of a new administration. That does not…

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The First Test

“To lose patience is to lose the battle.” – Mahatma Gandhi Good Morning, One can feel it seeping into the picture. The angst is building, the media senses it –…

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“There is nothing new in Wall Street. There can’t be because speculation is as old as the hills. Whatever happens in the stock market to-day has happened before and will…

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Bump In The Road

“Beware of false knowledge; it is more dangerous than ignorance.” – George Bernard Shaw Good Morning, As already covered often, the governmental shutdowns and global full-stops in reaction to the…

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The Surprise? Upside

“A plan without action isn’t a plan, it’s a speech.” – T. Boone Pickens Good Morning, Things are going to be heating up over the next few weeks as the…

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It’s In The Chips

“When we long for life without difficulties, remind us that oaks grow strong in contrary winds and diamonds are made under pressure.” – Peter Mashall Good Morning, In the midst…

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The Best is Next

“In the midst of chaos, there is also opportunity.” – Sun-Tzu Good Morning, As one should expect, confidence of small businesses dropped in the latest data. It is the classic…

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Lingering Effect

“An end is only a beginning in disguise.” – Craig D. Lounsbrough Good Morning, Happy New Year – again : ) The fear-based process we consume in the media is…

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Additional Articles

Lights Out

“What we learn from history is that people don’t learn from history.” ~Warren Buffett   Good Morning, Don’t mind me – that noise you hear in the background is me…

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Happy Thanksgiving to You and Yours

It is that wonderful time of year – a time for family and friends.   We send our very best wishes to you and yours for the highest of blessings this…

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It’s All Around Us

“Those who are not grateful soon begin to complain of everything.”

Thomas Merton

Good Morning.

Once again, sending along heartfelt wishes to you and yours for the very best of blessings on this Thanksgiving Holiday.  God knows, we all deserve it given the last nearly 24 months of confusion.  We send our best to you and again thank you for the opportunity to be of service.

Know that as 2022 beckons, we will work consistently for your interests.  We are grateful for the opportunity – and as always, patience will be the toughest part of the game as we let what is unfolding all around us continue to expand the horizon ahead.

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Happy Holiday Week!

“The investor’s chief problem, and even his worst enemy, is likely to be himself”

~Benjamin Graham

Good Morning!

Before we start into the boring stuff, we want to send our heartfelt wishes to you and yours for the most blessed and enjoyable Holiday Season.  Kicking off this week with Thanksgiving, we want to give thanks to you – as always – for the opportunity to be of service to you.  We are always extremely grateful and enjoy this time of year because we get to tell you that again LOL.

Have a fantastic week with Family and Friends!

And now…to the boring stuff

I know it’s boring because we keep having to tell how records are being set.  Yes, there will be a pause in here somewhere.  Yes, there will be a short window in the pathway ahead where you will swear market investments stink.  It will all be a required part of the pathway that is laid out in front of us all.  Like it or not, our economy is going to running at full tilt for an awfully long time.

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Fever Breaking?

“The stock market is designed to transfer money from the active to the patient.”

~Warren Buffett

Good Morning,

Closing out the Q3 earnings season has become a bit boring in its coverage.  My sense of things?  The media could find few monsters in a string of reports that consistently beat estimates, even as the “inflation war” rages on.  I suppose they realized the “scary stuff” needed to come from somewhere else, hence – yet another record-setting earnings season is quietly put to rest.

Expect more records – with a pause here and there along the way.

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Our Thanks

How do you say thanks for the things they have done? What words would sufficiently honor their bravery and sacrifice? What letter could we write to thank them for stepping…

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