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Category:
Morning Thoughts
A Kamala Selloff?/Stuffed Chicken Cutlets
August 12, 2020
Things you need to know: What caused the reversal yesterday? Biden does it and picks Kamala – Party to start…
S&P Kisses All-Time High… Is it Just a Tease?/Try the Potato & Veal Meatballs
August 11, 2020
Things you need to know: Russia announces a ‘vaccine’ beating ‘everyone else’ to the punch. (or so they think) Trump…
Growth vs. Value/Try the Rib Eye Pizzaiola
August 10, 2020
Things you need to know: Non-Farm Payroll suggests that we are moving in the right direction US/China tensions, Stimulus tensions,…
RE: Trump vs. China/ Try the Risotto
August 7, 2020
Things you need to know: Trump creates more angst with China – TikTok and WeChat in the news DC still…
Another Day, Another Dollar…/Try the Spaghetti & meatballs
August 6, 2020
Things you need to know: Nasdaq pierces 11,000 Main St watching Wall St watching Pennsylvania Ave Eco data continues to…
The DC Waffle…
August 5, 2020
Things you need to know: DC says they are getting closer to a deal – Markets continue to rally Gold…
What Should Valuations be for Tech?/Try the Salmon
August 4, 2020
Things you need to know: It feels good today… but remember how ugly it felt in March – keep it…
Tech to the Rescue! Try the Veal Polpettone
August 3, 2020
Things you need to know: Global PMI’s pointing to improvement WH and Congress – still far apart on a new…
It’s a “Pandemic Celebration”/Hurrican Isaias is Coming – Try the Martini
July 31, 2020
Things you need to know: The tech titans ‘blow the roof off expectations’ stocks in rally mode WH and Congress…
Tech “Emperors” on the Hot Seat/Try the Pork Tenderloin
July 30, 2020
Things you need to know: Congress put the ‘emperors’ on the hot seat – GOOG/AMZN get hit hard Marky (FB)…
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Morning Thoughts