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Category:
Morning Thoughts
PPI Explodes Higher, Mkts Advanced; CPI This Week – Try the Spaghetti al’ Tonno
April 12, 2021
Things you need to know. PPI explodes higher…..will CPI follow? Powell takes to 60 mins and says again – ‘Don’t…
The Tango vs. the Salsa; Countdown to PPI – Try the Scampi
April 9, 2021
Things you need to know. The dance continues….Each index a bit different Jay Powell – once again says – Relax…it’s…
Fed Says “RELAX”, S&P to kiss 4100? – Try the French Country Chicken
April 8, 2021
Things you need to know. FED says ‘RELAX”! Investors remained a bit cautious – but appear more bullish today Joey…
FOMC Day; Jamie Publishes His Letter – Try the Spaghetti Carbona w/Asparagus Tips
April 7, 2021
Things you need to know. Markets digest the Monday surge. Investors await today’s FED minutes – due out at 2…
Investors go ‘Hog Wild’ Sending Stocks Higher – Try the Pork Cutlets wrapped in Prosciutto and Pine Nuts
April 6, 2021
Things you need to know. The macro data point to much brighter days ahead – stocks surge 10 yr. yields…
Non Farm Payrolls Explode! Investors Chomping at the Bit – Try the Risotto All’ Amarone
April 5, 2021
Things you need to know. Markets were closed on Friday, Investors unable to react to eco data European investors got…
End of Qtr Shuffle Benefits Tech; Joe Presents his Plan – Try the Gemelli
April 1, 2021
Things you need to know. End of quarter shuffle – Tech’s benefit 10 yr. yield rises to 1.77% yet stocks…
It’s all about Pittsburgh – Try the Lollipop Lambchops
March 31, 2021
Things you need to know. Bonds down, Yields Up, Stocks Down Transports celebrate the re-opening of the Suez Canal Joey…
Archegos Wanted to Keep a Secret; 10 yr Yields close at 1.76% – Try the Garganelli
March 30, 2021
Things you need to know. The Suez Canal opens up! Archegos begged the big banks to keep a secret Joey…
End of Quarter Window Dressing, Disruptive Tech in a Bear Market – Try the Grouper
March 29, 2021
Things you need to know. Broader market making new highs while tech continues to roll over Yardeni calls for 3%…
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Morning Thoughts