Category: Morning Thoughts

  • April 16, 2020
    Things you need to know: Banks allocate more than $25 billion to cover expected loan losses Key economic reports today…
  • April 15, 2020
    Things you need to know: More bank earnings hit the tape The Saudi’s launch another price war – Oil plunges…
  • April 14, 2020
    Things you need to know: Earnings kick off – JNJ kills it while JPM gets killed! Both stocks moving higher…
  • April 13, 2020
    Things you need to know: OPEC+ and Russia strike a deal Oil rallies then backs off Stocks in Risk Off…
  • 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…

Morning Thoughts