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Morning Thoughts
Tariffs, Inflation, and Algos—Oh My! Markets Throw a Friday Fit – Try the Classic Veal Parmegiana
February 10, 2025
Things you need to know. - Stocks got slammed on Friday – wiping out all gains for the week. -…
Markets Juggle Earnings, Jobs Data, and AI Spending – What’s Next?/Try the Pasta Al Forno
February 7, 2025
Things you need to know. - Markets mixed as investors assessed earnings reports. - Today is all about the NFP…
Wall Street Throws a Tantrum as Tariff Tornado Hits—Algos Seek Therapy -Try the Simple Dover Sole
February 4, 2025
Things you need to know. - Mexico and Canada suddenly come to the table! Imagine that? - Stocks while…
Markets Rattle, Trump’s Tariffs Trigger Global Sell-Off – Investors Scramble to Reprice Amid Trade War Fears/Try t…
February 3, 2025
Things you need to know. - Stocks weakened on Friday as the WH said ‘the clock is ticking’. - And…
Wall Street Throws a Rate-Cut Tantrum, Then Buys the Dip—Because, Why Not? AAPL Crushed it! Try the Chuck Roast
January 31, 2025
Things you need to know. - Apple beats on ALL measures – All of them and they made $124 billion…
Stocks Stumble as Fed Dashes Rate Cut Hopes; Tech Earnings Take Center Stage – Try The Spaghetti
January 30, 2025
Things you need to know. - FED stays on hold. - Donny not happy. - MSFT & META beat, TSLA…
What a Difference a Day Makes: Markets Rebound as Tech Stocks Shake Off AI Fears – Try the Giambotta
January 29, 2025
Things you need to know. - Markets calm down after the shot across the bow. - It’s FED Day…. Don’t…
DeepSeek’s – Crushes Tech, Panicked Sellers Lost Their Minds, Calm Buyers Had a Feast – Try the Champagne Chicken
January 28, 2025
Things you need to know. - China creates global tech havoc – Did they get short the Semi’s on Friday?…
Tech Turmoil: DeepSeek Disruption Sends Markets into a Tailspin/Try the Chilean Sea Bass
January 27, 2025
Things you need to know. - Stocks paused the rally on Friday. - DeepSeek stuns the AI world over the…
Stocks Soar, Trump Roars, and Momo ETF Scores: Markets Defy Gravity Amid Davos Drama/Try the Mozzarella in Carozza
January 24, 2025
Things you need to know. - Stocks continue to push higher. S&P pierces another century mark. - Stargate, Crypto, a…
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Morning Thoughts