Joseph G. Witthohn, CFA
VP of Product Development Emerald Asset Management

Good morning.

I don’t miss too many days writing my morning note … so missing a few in a row is an absolute rarity … but a little bit of turmoil recently interfered with my morning rituals … writing among them.

When I joined a fraternity many years ago, my fellow “pledges” and I were put through something called “hell week” which, in retrospect, was done for some sadistic and unknown reason. With the passing of a storm on Halloween night, I ran into an adult version of hell week … with downed power lines, 2 AM electrical fires right beyond property line, no electricity for four days, wi-fi and phone just re-installed this morning (a week later) … and a forced introduction to the local hotel (as I am ever thankful for having saved up my Marriott points).

Fortunately, I think I am back close to normal … and a bit more aware of the many things around me I too-often take for granted.

That being said, most investors are certainly not having a hellish day at all as markets are up on the back of some positive news surrounding the China/U.S. trade situation. Still, the devil is in the details and although some announced tariffs are being “rolled back” … it remains to be seen what the “tariff scorecard” … a phrase I just made up … will look like as the negotiations move along in the months to come.

I had an interesting conversation with a colleague last week as we tried to figure out all the things we sign up for as a “free trial” … only to get hit with a charge somewhere down the road as we get too busy to cancel our subscriptions. I have to get a better handle on this … as I recently noticed charges on Hulu, Netflix, Prime Video, GoDaddy and a variety of music services … many of which I don’t know if I use or not. Technology is great … but I sometimes would like the world to slow down a little so I can catch my breath.

On a final note, a reader contacted me and asked if I was that much of a sore loser that I didn’t acknowledge the New York Met rival Washington Nationals winning the World Series.

So … here you go …

Congratulations to the Gnats.

Have a great day,

Joseph G. Witthohn, CFA
Vice President
Emerald Asset Management PA, LLC
610 Freedom Business Center Drive
King of Prussia, PA 19406
Direct: (610) 285-9905

… as of 11:14 AM today …

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