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The Morning Note


Over the years, clients have come to greatly appreciate the insights passed along in the morning notes. They serve to light the pathway ahead – especially during the storms.

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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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Hurdle Ahead?

Good Morning,

Earnings season is coming to a close over the next 8-10 days, with about 89% of S&P 500 companies already reporting.

More records?  You bet:

Those reported have seen overall net earnings rise by over 42% on 18% higher revenues.  In that list, 80% are beating earnings expected and 78% are beating revenues.  Almost 65% are beating both showing how incredibly far behind Wall Street analysts remain.  Indeed, the overall annual earnings growth expected is still rising

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Steady As She Goes

Good Afternoon,

Something better than you think is headed our way.

I have spent most of my career being told, often, that I wear rose-colored glasses.

I get it – it’s a nice way of saying that I clearly don’t realize how bad things are “out there.”

Though there is nothing I can specifically “show” you, I can state that this rose-colored glasses “chatter” tends to get much louder just before something very surprising happens – to the upside.

…and friends, it is getting very loud.

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      Learn more about the Morning Note

      The purpose behind our “Morning Note” is different than typical newsletters.

      We don’t get lost in Wall Street jargon. Why? After nearly 40 years, we can tell you that “jargon” is what causes most of the mistakes investors make over time.

      The Morning Note helps our clients see through the constant fog driven by the media process. That process focuses on things which will – and are often intended – to scare you. If you are not scared, you won’t pay attention to what they say; if you don’t pay attention to what they say, they lose ad revenue. Simply put: it’s a business model – not news.

      Instead we focus on what we like to call “bread crumbs” along your pathway to your goals. You are your own “index” – not the S&P 500. Your goals, your interests and you and your families staying on your course. That requires a vastly more productive viewpoint. It requires we stand tall in the storms. It requires we remain patient and disciplined, while focusing on the long-term horizon ahead. The “bread crumbs” are designed to deliver your most valuable outcome – staying on your course. Many battles, setbacks and disasters await. Always have – always will.

      The theme of the Morning Note will allow one to always recognize this over-rising fact: When we started in this business, the DOW hovered at 950. It is well above that today. And – most important – every single thing we have been taught to be terrified of – has already unfolded, all while our country built unprecedented wealth. So one has two choices – fear today or be confident of tomorrow. The history of the United States is clear. We overcome, we build, we learn, we expand, we succeed, we lead. Sure, we mess it up at times – but know this: the data is clear that our best years are dead ahead.