What is the Morning Note?
As a lifetime student of the market, I consume my fair share of daily market research and opinion. The Morning Note is a curation of the various research outlets I review. I subscribe to three independent research firms: Ned Davis Research, Dorsey Wright & Associates, and Lowry’s Research. Through Robertson Stephens as a fiduciary RIA, […]
Trust But Verified
June 30, 2021 Good morning, The common thread running through recent Morning Notes has been that despite stretched valuations, there may be more time left for the bulls – basically so far, so good, for now. Recall the third leg of the market analysis 3-legged stool, the first two being the Tape and the Fed. […]