Past Morning Notes

Last FOMC Meeting Before Election

Diametrically Opposed

September Already Living Up To Its Reputation

Are We In A Change In Trend?

Welcome Back

NVDA Week

Jackson Hole Week – Should Be A Quiet One

Good Tape Near Term – Growing Concerns Long Term

What A Difference A Week Did Not Make (to prices)

Keeping Our Heads On A Swivel

Strip Out The Exaggeration, Not The Direction

Meltdown Mode But No Proximate Cause