Past Morning Notes

Volatility Does Mean-Revert – April 15, 2025

One Day at a Time For Now – April 14, 2025

Did Nothing for Uncertainty – April 10, 2025

Spotlight Shifts – April 9, 2025

A Whole New Backdrop – Time to De-Risk – April 8, 2025

Overshooting Expected – April 7, 2025

Maybe a Sense of the Ultimate Damage to Markets – April 4, 2025

Testing the Low – March 31, 2025

Basically a “Stuck” Week – March 28, 2025

Long and Short Term Perspectives – March 24, 2025

Underweight Today’s Noise – March 21, 2025

A Nice Bounce But No “All’s-Clear” Sign (Yet)