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Category:
Morning Thoughts
Rotation, Rotation, Rotation – Try the Lasagna
November 20, 2020
Things you need to know: Markets trying to stay focused on the future Treasury/FED get into a catfight – No…
New Lockdowns and Restrictions Cause Angst as Infection Rates Surge – Try the Linguine Carbonara w/Peas
November 19, 2020
Things you need to know: The macro data is NOT driving the action Exponential increases in infections and hospitalization driving…
It’s Good, It’s Bad, It’s Good Again; AMZN Goes on a Search & Destroy Mission – Try the Medium Shells
November 18, 2020
Things you need to know: Stocks focused on the negatives yesterday – but today it’s back to the positives AMZN…
Vaccines, Lockdowns, Energy and What Warren Thinks – Try the Chicken Capriciossa
November 17, 2020
Things you need to know: Moderna does ignite the fire Biden promises ‘No National Lockdown’ but… Energy surges by 6.5%…
Moderna Stuns the Market with 94.5% Efficacy Rate – The End is in Sight! – Try the Roast Turkey
November 16, 2020
Things you need to know: Moderna announces 94.5% efficacy 15 Asian nations enter historic trade agreement Asian eco data improves…
4-6 week Lockdown? Pelosi proposes a $3.4 Trillion package, St Olaf Really Exists? Try the Norwegian Potato Sausage
November 13, 2020
Things you need to know: AZ falls to Biden – but do the Europeans really care? Toilet Paper hoarding again…
Bargain Hunters Buy Tech – Try the Dover Sole
November 12, 2020
Things you need to know: Markets await the Moderna news – all expectations are for similar results Tech finds support…
The Shift from Growth to Value & Cyclicals Continues – Try the Italian Sweet Sausage Stuffing
November 11, 2020
Things you need to know: Today is Veteran’s Day – bond market, banks closed, NYSE Open Cyclicals, Value and GOAT…
Stocks Explode and Implode – Try the Italian Wedding Soup
November 10, 2020
Things you need to know: PFE causes stocks to EXPLODE and IMPLODE J&K – (Joey and Kamala) move ahead without…
It’s all about PFE/BioNTech and the Vaccine…Joey who? – try the Chicken Marabella
November 9, 2020
Things you need to know: BREAKING NEWS… PFE announces 90% efficacy rate for their covid 19 vaccine – stocks EXPLODE…
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Morning Thoughts