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Category:
Morning Thoughts
Markets Do the Tariff Tango: Dow Declines, The Others Advance, Gold Flirts with $3,180 – Liberation Day is Here!/Try the Rigatoni
April 2, 2025
Things you need to know. - Liberation day is here! Announcements at 4 pm in the Rose Garden. - Global…
Markets Surf the Expected Tariff Tsunami: S&P Dips to 5488, Gold Shines/Try the Roasted Chicken, Sausage and Potat…
April 1, 2025
Things you need to know. - Well, it’s over – the Quarter came to an end. - While the indexes…
Stocks Strip Down for Spring: Window Dressing Turns into Window Undressing as Markets Flash Recession Fears/Try th…
March 31, 2025
Things you need to know. - And the selling continues…. - Futures are lower – it is end of quarter.…
Trump Says “Eat it or I’ll Make You an Offer You Can’t Refuse’, Gold Shines, Stocks Whine/Try the Christmas Scrod
March 28, 2025
Things you need to know. - And the selling continues…. - Trump tells auto makers to shut up and eat…
Trump’s Tariff Tantrum: Cars Cry, Stocks Sigh, and America’s Factories Say ‘Hi! /Try the Frittellona
March 27, 2025
Things you need to know. - Rumors of more tariffs sent stocks reeling. - VIX up, bonds down, oil up,…
Consumer Confidence Hits Four-Year Low as Markets Churn Amid Economic Uncertainty -Try the Sicilian Swordfish
March 26, 2025
Things you need to know. - Stocks ‘eke’ out small gains as we move into the month end. - Consumer…
Stocks Surge as Trump Hints at Tariff Relief, Sparking Broad Market Rebound
March 25, 2025
Things you need to know. - Stocks rally after Trump suggests that the tariffs may not be as bad as…
Gundlach’s Warns of Recession (he’s been doing it for 9 yrs), Markets Shrug: ‘Two Rate Cuts Walk Into a Trade War …
March 21, 2025
Things you need to know. - Stock rally – yeah – not so much. - Gundlach continues to call for…
JJ Plays Economic Twister: Tariffs? Transitory! Rate Cuts? Maybe! Markets? Hungover! – Try the Pork Chop Pizzaiola
March 20, 2025
Things you need to know. JJ says that tariffs impacts are ‘TRANSITORY.’ And then he says – he’s not sure!…
Stocks Slammed Again, MAG 7 Tumbles, Housing Starts Surge, and Recession Fears Simmer Ahead of Fed Decision/Try th…
March 19, 2025
Things you need to know. - And the thrashing around continues…. Tech gets clobbered again! - Gold pushes further north…
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Morning Thoughts