Skip links


Every day we work to continue to earn your trust and confidence.

Our daily discipline includes researching and writing a top-down look at the markets, called Morning Notes.

You’ll be able to read part of the most recent edition here, daily. Join our subscribers to get the full edition delivered to you directly.

Morning Notes — Yield Curve

Morning Notes — Yield Curve

Next week includes earnings for a number of SMID-cap cloud software/growth companies including ZM (Monday pm), BOX/CRM (Tuesday pm), CRWD/OKTA/SNOW/SPLK (Wednesday pm) and DOCU (Thursday pm). Cyclical and value sectors have been in favor since the PFE/BNTX vaccine data hit on Monday 11/9, while the SMID-cap Tech/growth stocks have mostly marked time.