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What we have witnessed in recent days would be Wall Street and corporate America in aggregate finding great difficulty in quantifying what is clearly at this point, unknowable.
I want you to write down what I always tell you, and post it somewhere where you can see it when you need it: Understand, Identify, Adapt, Overcome, and Maintain.
I would not be surprised to see the name sell off in this weak tape after all of the post earnings hype wears off.
Plus, a bit of coaching on how to put your money to work opportunistically amid the uncertainty.
Here are a number of things that I'm watching now.
The firm's forward guidance is both positive and thoughtful.
Fed repo policy changes confirm that external issues are having only a small impact on U.S. economic performance.