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Quarterly Report

Q4 2022: It’s all over, but…the shouting!

It’s all over but the shouting It’s meaning is universally understood, while its origin is often disputed. The idiom, “it’s all over but the shouting” refers to a certain event, decision, or situation, that are still in progress, but the outcome is as near certain as it gets. The “shouting” can be two-fold, either celebration or public outcry following…

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December 2022: Let’s Talk Turkey!!!

“A turkey is fed for a thousand days by a butcher; every day confirms to its staff of analysts that butchers love turkeys ‘with increased statistical confidence’ … The butcher will keep feeding the turkey until a few days before Thanksgiving … Then comes that day when it is really not a very good idea to be a turkey.”…

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November 2022: Autostereograms & financial markets

Autostereogram Some of you may be wondering what an autostereogram is … other’s may, in fact know exactly what they are or simply know them by brand name for “Magic Eye” books became very popular in the 1990’s, selling in excess of 25 million copies globally in multiple languages. Either way, there is a high probability a majority of…

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Q3 2022: The Ass & His Driver…

“We continue to think that markets are functioning pretty well and are generally appropriate given the underlying differences across countries and policies and economic situations.” U.S Treasury Secretary Janet Yellen, 10/11/2022 The Ass & His Driver An Ass was being driven along a road leading down the mountainside, when he suddenly took it into his silly head to choose…

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September 2022: “Deterministic chaos!!!”

“Does the flap of a butterfly’s wings in Brazil set off a tornado in Texas?” Edward Lorenz; 139th meeting of the American association for the advancement of science, 1972 Deterministic chaos Edward Lorenz was a brilliantly educated mathematician, receiving degrees in mathematics from both Dartmouth (1938) and Harvard (1940). As a child he was fascinated with both numbers and…

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August 2022: “Two Roads…”

My poems—I should suppose everybody’s poems—are allset to trip the reader head foremost into the boundless.Ever since infancy I have had the habit of leaving myblocks, carts, chairs, and such like ordinaries where peoplewould be pretty sure to fall forward over them in the dark.Forward, you understand, and in the dark. Robert Frost to Leonidas W. Payne, Jr.,November 1, 1927 (Robert Frost…

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Q2 2022: Markets & Tropical Storms

“I said there’s storm clouds, they’re big storm clouds; now it’s a hurricane.” Jamie Dimon NY Financial Conference 6/6/2022 Let’s talk Tropical Storms … Were you aware that a hurricane and cyclone are the same thing?! Both are a “weather phenomenon” known as a Tropical Cyclone. Per NOAA (National Oceanic and Atmospheric Administration), a division of the U.S. Department…

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June 2022: Send in the Clowns

“Time For Jay to go hard! 100 BPS” @jimcramer 6.10.22 Send in the clowns Merriam-Webster defines a clown as:  : a fool, jester, or comedian in an entertainment (such as a play); specifically: a grotesquely dressed comedy performer in a circus.  : a person who habitually jokes and plays the buffoon While Merriam-Webster was formed in 1831, clowns, without question, predated them. As…

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May 2022: Fool me once, shame on you… Fool me 5 times, shame on…you too??!

Fool me Once … We’ve all heard the proverb before, “Fool me once, shame on you … Fool me twice, shame on me”. If you search the web for its “meaning”, you’ll find the following: Knowyourphrase.com Recognizing that you fell for the same trick twice and realizing that you should’ve been able to identify it the second time around. Wiktionary.com After being tricked once, one…

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Q1 2022: “Hello darkness my old friend…I’ve come to talk with you again…”

“Because a vision softly creeping,  left its seeds while I was sleeping …  And the vision that was planted in my brain Still remains, within the sound of silence” My father-in-law passed away a few weeks ago. The moment when we received the phone call, my family was on a quick weekend trip with some friends to one of…

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