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Morning Thoughts
NVDA’s AI Chip Cash Tsunami Leaves Wall Street Grumbling: ‘Only 80% Growth? Wah, Wah, Wah! /Try the Calzochini di …
February 27, 2025
Things you need to know. - OK – NVDA blows the roof off, mkt reaction is muted. - Deep Seek…
Markets on Edge, Jensen Prepares to Deliver Q4 Results Amid Dead Cat Bounce and Falling Bond Yields – Try the Fritta…
February 26, 2025
Things you need to know. - Stocks tested/breached intermediate trendline support but rallied back. - The Mag 7 index is…
Stocks Slammed by Weak Economic Data; VIX Rockets as Pivotal Nvidia Earnings Loom -Try the Luncheon Club ‘Lobstah R…
February 24, 2025
Things you need to know. - Is it getting HOT here? - Stocks got hammered, VIX surges, Bonds rise –…
Market Pullback: Overreaction or Opportunity. Don’t Blame WMT – Try the Gateau di Patate
February 21, 2025
Things you need to know. - WMT caused the markets to fall? Really? - Algo’s over-react to a 10b5-1 filing….…
S&P Hits Another Record as Markets Shrug Off Fear; Defensive Sectors Lead the Charge – Try the Pork Chop with Sweet …
February 20, 2025
S&P Things you need to know. - They can’t hold her back…S&P makes another NEW HIGH. - FOMC mins reveal…
Stocks Hover Near Highs, Tariffs, Inflation, and Desert Diplomacy Stir Markets – Try Sunshine’s Fried Bologna Sandwi…
February 19, 2025
Things you need to know. - Stocks continue to ‘hang around’. - Sammy is right – ‘Yeah, but……’ - Tariffs,…
Retail Sales Flop? Or Maybe You Don’t Need a New Couch, New Car Every Month? Try the Chicken Vesuvio
February 18, 2025
Things you need to know. - Retail Sales came in weaker – but hold on…. - Stocks end mixed, Bonds…
Inflation, Airfares and Trump Turns the Tables on Trade/Try the Schiaffoni
February 14, 2025
Things you need to know. - PPI is HOTTER too – but it’s not important…. - Reciprocal Tariffs and flipping…
Inflation Turns Up the Heat: CPI Scorches Expectations, Wall Street Sweats – Try the Bucatini All’ Amatriciana
February 13, 2025
Things you need to know. - CPI is HOT, PPI is due out at 8:30. - Risk goes from cut…
Markets in Flux: Powell Holds Steady, Vance Talks AI, & CPI Data Looms – Try the Bolognese
February 12, 2025
Things you need to know. - JJ takes to the Hill – Says What’s the Rush? - JD takes on…
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Morning Thoughts