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.

Headline Chatter

Bad Dominos

Good Morning, Never confuse simple with easy in the world of investing for the long haul. It is times like now – a full-fledged global panic – which drive home…

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Opportunity is Ugly

Good Morning, “DEATHWISH” A jokester, I see. I was able to scribble down the license plate of the giant truck that ran over the market yesterday – repeatedly. I have…

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Panic Unleashed

Good Morning, No doubt the frightening headlines flooding our sense over the weekend have unleashed the panic one would expect. The coverage of COVID-19 has become filled with shadowy imagery,…

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Perfect Timing

Good Morning, Love the red ink today. Just as expected, fear rocketed back into the system midday as black box selling programs once again took aim at the SPY’s. As…

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Tough Lessons

Good Morning, One has to wonder when peak fear over the coronavirus will be reached. As we have seen in recent weeks, no surprise to readers, the numbers being reported…

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Price to Pay

Good Morning, I suspect – as noted last week for you – that we will soon begin to hear the truth about the virus. Recall, one must acceptthat the odds…

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Change is Better

Good Morning, If you think about it, were it not for constant change – we would all be in a world of hurt. Almost nothing we enjoy today, products, services,…

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Good Morning, It is easy for investors and consumers to get caught up in this dragnet of hypocrisy, vitriol and fear-mongering one gets when reading almost any press these days….

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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.