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Category:
Morning Thoughts
Markets Brace for Volatility as Congress Races Against Clock on Big Bill, Geopolitical Tensions Flare, and Yields Climb – Try the Spaghetti All Poveriello
May 21, 2025
Things you need to know. The clock ticks as we wait for the vote on the bill. Stocks under pressure,…
Moody’s Downgrade Drama: Markets Shrug, Gold Glitters, and China Throws Tantrum – Try Nana’s Asparagus
May 20, 2025
Things you need to know. Moody’s wasn’t the disaster that they made it out to be. Stocks recovered, Bonds recovered,…
Stocks Surged on Trade Deal Optimism but Moody’s Downgrade Sparks Risk-Of – Try the Pork Tenderloin
May 19, 2025
Things you need to know. Stocks end on the highs of the day on Friday. Then Moody’s CUTS US credit…
CPI Cools, Stocks Soar, NVDA Surges on Saudi Chip Deal as Trump Bolsters US-Saudi Ties – Try the Chicken & Potatoes
May 14, 2025
Things you need to know. CPI cools! Stocks rally. Trump and Co. attend the Saudi/US Investment Forum. Crown Prince MBS…
Stocks Soar Adding $1.8T as US-China Trade Thaw Sparks Bull Market Frenzy—What’s Next? – Try the Pesto di Limone
May 13, 2025
Things you need to know. Stocks went into OVERDRIVE – S&P and Nasdaq back in BULL mkt mode. The move…
Scotty Brokers China Trade Deal, Ignites Global Stocks Soar, Bonds Dip, Big Pharma Fumes – Try the Baked Bosc Pears.
May 12, 2025
Things you need to know. Scotty Brings XiXi to the table and makes a China Trade deal! Global markets are…
Fed Stays Put, Trump Teases Mega Deals, Chips surge – Try the Chicken Diane!
May 8, 2025
Things you need to know. FED Holds Pat. No Surprise at all. JJ makes NO promises in either direction. Trump…
Markets Tumble as Trump Pushes Fixed Tariffs, Fed Signals No Rate Cuts, and Gold Soars – Try the Spring Pasta
May 7, 2025
Things you need to know. Stocks fell, bonds rose, gold rose, oil rose. Trump talks fixed rather than negotiated tariffs…
Trump’s Tariff Threats on Film and Pharma Fuel Market Turmoil, Saudi Oil Hike Adds Pressure as we Await the FED – Try the Chicken Piccata
May 6, 2025
Things you need to know. Trump continues to threaten new tariffs on Film and Pharma Buyers pull back causing sellers…
Tech Titans MSFT and META Spark Rally, AMZN and AAPL Stir Algos, as US-China Talks and NFP Data Loom – Try the Linguine
May 2, 2025
Things you need to know. META and MSFT ignite the rally – other tech follows. More mixed eco data. AMZN…
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Morning Thoughts