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Jan 02, 2024
Running With the Bulls
Finance , Market Commentary

Running With the Bulls

”There comes a time in the affairs of man when he must take the bull by the tail and face the situation.” WC Fields Providing substance to the thesis that many investment prognosticators would rather be right than rich, the financial press’s take on 2023 was surprisingly curmudgeonly. The Wall Street Journal, in its December 30 edition, headlined “What Did Wall Street Get Right About Markets This Year? Not Much”....

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Dec 06, 2023
Foller the Dollar
Finance , Market Commentary

Foller the Dollar

”I found a dollar the other day, it lay there on the ground; I wondered who had dropped it, and I had to look around…” The Value of a Dollar Poem; Janice M. Pickett CNBC headlined its story of the stock market’s final trading day of November “Dow jumps 500 points to new 2023 high Thursday capping 8% November rally”. Though only separated by a single month, October seemed recast...

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Nov 20, 2023
The Great Rate Abate
Finance , Market Commentary

The Great Rate Abate

”What is easiest to see is often overlooked”. – Milton H. Erickson After two years, could it have been for the entirety of that time that it really was so simple? Recollecting how many thousands of words have been written debating the prospects for economic recession, inflation rising or falling and the prospects for a notable decline in the stock market due to falling corporate profits, one is struck by...

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Oct 12, 2023
Strive for Five!
Finance , Market Commentary

Strive for Five!

Best things dwell out of sight, The pearl, the just – our thoughts. Most shun the public, are legitimate and rare. “Best Things dwell Out of Sight” – Emily Dickinson The Wall Street Journal of September 29th treated its readers with a pair of kid gloves headlining its article describing the performance of that month’s equity markets “Stock-Market Rally Sputters in New World of Soaring Bond Yields” as the months...

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Sep 01, 2023
Bytes, Apple & the Atom
Finance , Market Commentary

Bytes, Apple & the Atom

When the woman saw that the tree was good for food, and that it was a delight to the eyes, and that the tree was desirable to make one wise, she took from its fruit and ate; and she gave also to her husband with her, and he ate. Genesis 3:6 The news of the final trading day of August, if it was news, decidedly didn’t seem particularly “new”. “Morgan...

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Aug 07, 2023
Fine Without China?
Finance , Market Commentary

Fine Without China?

The sun sets behind the mountains and the Yellow River flows into the sea; To thoroughly enjoy a thousand mile sight, climb up another level – “Climbing Stork Tower” - Wang Zhihuan August 1st’s Wall Street Journal’s celebration of July’s stock market rise headlined “S&P 500 Extends Winning Streak to Fifth Month of Gains” was subdued with another story that day cautioning “Earnings Season Threatens Lofty Stocks. The Benefit of...

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Jul 11, 2023
The Recent Past Won’t Last
Finance , Market Commentary

The Recent Past Won’t Last

Yesterday is a mystery-where it is today; While we shrewdly speculate flutter both away Emil Dickinson – “Yesterday is History” “Market Monster 2023 Rally Defied All Expectations” read the headline in the July 1st Wall Street Journal. “Stocks burst out of a bear market with the Nasdaq Composite up 32% posting its best first half of the year since the 1980’s” began the story. Interestingly, 2023’s first half return for...

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Jun 08, 2023
Deflation Nation
Market Commentary

Deflation Nation

No, time, thou shall not boast that I do change; They are but dressings of a former sight – William Shakespeare, Sonnet 123 Many investors spent much of the month of May focused upon the negotiations in Washington DC on raising the debt ceiling of the federal government. Others chose to be enthused over Nvidia’s announcement of May 24th that the company was raising the estimate for its second quarter...

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