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Category:
Morning Thoughts
It was RISK ON yesterday and RISK OFF Today! – Try the Linguine & Clams with a Twist
March 12, 2021
Things you need to know. ECB promises to buy more bonds – stocks surge FED promises to buy more bonds…
Macro Data is Benign; Stocks Surge – Try the Pan Seared Flank Steaks
March 11, 2021
Things you need to know. Macro data suggests benign pressures – stocks surge PPI comes tomorrow…will it reflect the same…
RISK ON!, CPI could dent psyche – Are We Playing – I’ve Got a Secret? – Try the Mac & Cheese
March 10, 2021
Things you need to know. Headlines say it all Was the TECH investor reaction in fact another ‘over-reaction’? CPI today…
Yellen/Tepper Temper mats; 10 yr drops; Stocks Surge – Try the Pan Seared Sea Bass
March 9, 2021
Things you need to know. It was a Yellen/Tepper rally – who will speak today? 10 yr yields drop to…
NFP Surprises, Senate Passes Relief Bill, Saudi Oil Under Attack – Try the Lemon Chicken
March 8, 2021
Things you need to know. NFP report blows the window out of the bus – stocks surge The Senate passes…
Powell Confuses Markets, No Inflation, No YCC – Try the Grilled Shrimp on a Bed of Orzo
March 5, 2021
Things you need to know. Powell talks out of both sides of his mouth – frustrating trader types OPEC holds…
Don’t Worry, Be Happy or Disco Inferno?; Rate Surge – Try the Pork Cutlets Milanese
March 4, 2021
Things you need to know. Treasuries spike again -causing renewed angst. Fed Chair Powell will take center stage – can…
Investors Create Alpha; Brainard Tows the Line – Try the Vegetarian Paella
March 3, 2021
**Join me today at 4 pm EST on my Blitzr Live Event where I will be interviewing CNBC's Jim Iuorio…
Stormy Weather? Don’t Be Crazy! – Try the Champagne Linguini
March 2, 2021
Things you need to know. It was a global celebration! Stocks surged around the world. Apparently, everyone worried about where…
Rates, Rates, Rates….Which Rate Will You Focus on? – Try the Chicken Pizzaiola
March 1, 2021
Things you need to know. Rate surge caused market to stumble – Stocks took turns getting hit. Reassurance by central…
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Morning Thoughts