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Category:
Morning Thoughts
Powell Causes Angst Early On; Investors Find Opportunities – Try the Chilean Sea Bass w/Sherry Cream
March 26, 2021
Things you need to know. Powell sends stocks lower in the morning; Joey takes to the podium for the first…
The Rotation Continues, Tech Under Assault – Try the Risotto w/Cauliflower and Truffle Butter
March 25, 2021
Things you need to know. Stocks get slammed as investors consider what’s next All while Bond Yields continued to retreat…
New Homes Sales Plunge, Bonds Retreat & Stocks Retreat – Try the Chicken Cutlet Milanese
March 24, 2021
Things you need to know. New Home Sales Plunge – Stocks under pressure even as yields retreat. Janet and Jay…
Yields Retreat/Tech Rallies – Try the Greek Style Chicken
March 23, 2021
Things you need to know. Yields retreat sending Tech Stocks surging Talking heads telling everyone ‘not to overthink it’ Cathie…
10 Yr Lower / Nasdaq Higher Big Banks Under Pressure – Try the Bran Muffins
March 22, 2021
Things you need to know. Dow and S&P lower – Nasdaq higher Treasury rates lower helping to fuel that advance.…
Investors Re-Evaluate the Narrative – Try the Garganelli
March 19, 2021
Things you need to know. Investors reconsider the inflation narrative Stocks sold off – Tech once again gets smashed European…
FED Serves up Lucky Charms that are Magically Delicious – Try the Halibut
March 18, 2021
Things you need to know. The FED served up a bowl of Lucky Charms. And they are sticking around now…
The Clock Ticks, Jay Walks the Line – Try the Corned Beef and Cabbage
March 17, 2021
Things you need to know. St Patrick’s Day – but Markets are RED not Green T-8 hrs until the clock…
What will the Dots Say? Experts Opine – Try the Leg of Lamb
March 16, 2021
Things you need to know. Stocks rally, yields back off and the FED gets ready to expose the ‘Dots’ Talking…
Churn Continues/GS predicts 2% sooner – Try the Pork Loin w/Peach Honey Glaze
March 15, 2021
Things you need to know. The churn continues – and Goldy say’s ‘not to worry about 2% rates’ Macro data…
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Morning Thoughts