Category: Morning Thoughts

  • April 9, 2020
    Things you need to know: Bernie Sanders drops out – markets surge (yesterday) Energy, Tech, and Healthcare leading the charge…
  • April 8, 2020
    Things you need to know: Buy algos appear a bit exhausted – as markets retreat Germany reports a “jump in…
  • April 7, 2020
    Things you need to know: Markets surged and are surging again While the models suggest it isn’t over – it…
  • April 6, 2020
    Things you need to know: Oil falls then rallies as the Saudis and Russians come “close to a deal” Global…
  • April 3, 2020
    Things you need to know: Oil rallies 25% as Trump works the phone lines to bring everyone to the table…
  • April 2, 2020
    Things you need to know: Oil rallies 10% as Trump works the phone lines to bring everyone to the table…
  • April 1, 2020
    Things you need to know: It’s a new quarter – global markets begin re-pricing once again Earnings season is only…
  • March 31, 2020
    Things you need to know: It’s Window Dressing time! – End of Quarter Trump gets Putin to sit at the…
  • March 30, 2020
    Things you need to know: Global markets under pressure as the week begins Oil – falls another 7% as the…
  • March 27, 2020
    Things you need to know: House to vote on rescue package today Markets taking a breather after a stunning 20%…

Morning Thoughts