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Category: Morning Note

The Other Side

Good Morning, If you were not able to get to the Regeneron interview evening before last, I have sent along the link again for you – it does provide hope…

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A Stop Light

Good Morning, If you were not able to see the Regeneron interview last evening, it would likely be somewhat relieving to listen in now. I have provided you the YouTube…

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Light in a Tunnel

Good Morning, First: Happy St. Patrick’s Day to all. It seemed timely to also consider the St. Patrick’s Day Prayer for all: May the Strength of God pilot us. May…

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Hunkering Down

Good Morning, Back to Zero – rates are falling – liquidity waves are rolling in and the Fed is reacting to the very same event we covered a week or…

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Calling All Investors

Good Morning, History tells us there have been critical times in our past which have represented historic (comparatively speaking) opportunities to be able to think beyond the current event which…

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A Stab at “Why?”

Good Morning, On Monday morning, the VIX shot past 62, closing in on record panic. The current decline in stock prices seems tame compared (overall) to other periods of panic….

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Cost of Goods Sold

Good Morning, First – just a reminder: √ Please be confident and note that our ability to serve your needs, answer your questions, take your calls or provide/watch the data…

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The Heat of Battle

Good Evening, Just a note being sent along to help us all focus on the pathway ahead after an ugly day in the markets. First – an apology. I received…

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Now Self-Fulfilling

Good Morning, First – just for housekeeping purposes: Please be confident and note that our ability to serve your needs, answer your questions, take your calls or provide/watch the data…

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“No Definitive Action”

Good Morning, The title today comes from a CNBC headline yesterday morning. It was just after the G7 phone call at 7am and it was describing, based on the “intelligence…

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