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Category:
Morning Thoughts
Mkts on the Move, JPM Says US economy is in ‘Go’ Mode, Trump Declares a ‘New Golden Age’ – Try the Chicken Boscaiola
January 21, 2025
Things you need to know. - And so, it begins (again). - Futures whipsaw but are higher this morning. -…
Rally Fizzles Out, Mortgages Pierce 7%, Tech Under Pressure -Try the Polpette di Nonna
January 17, 2025
Things you need to know. - The explosive rally – had NO follow thru. Tech once again under pressure. -…
CPI was in line, Banks Rake It In, and Gold Gleams Bright! Try the Sicilian T-Bone.
January 16, 2025
Things you need to know. - CPI does not boil over! - Bank earnings stun the street – banks making…
Swimsuits On! Buyers Dip Their Toes in the Water/SMID’s and Transports left hi/dry/Try the Risotto Siciliana
January 14, 2025
Things you need to know. - The Dippers come in to save the day. - PPI today, CPI tomorrow –…
Inflation Heats UP, Stocks Melt Down, MoMo Guys are Driving the Bus!/Try the Linguine Arrabiata
January 13, 2025
Things you need to know. - Stocks continue to come under pressure. - Key trendlines continue to fail and that…
NFP Fever: Fed Caution, Quantum Pop, and Delta Soars/Try the Pan Roasted Sea Bass.
January 10, 2025
Things you need to know. - Countdown to the NFP report. - FED Heads signal ‘caution’! - Oil up, Gold…
Quantum Crash! Jensen’s CES Mic Drop Sends Quantum Stocks Into a Tailspin—But Don’t Forget the Rib-Eye!
January 9, 2025
Things you need to know. - Jensen pulls the rug out from under the Quantum Stocks! - The broader market…
Pow! Zap! Stocks Smushed, Bond Yields Blaze, and Fed Heads Become More Cautious/Try the Manfredi con La Ricotta
January 8, 2025
Things you need to know. - It was a scene out of Batman & Robin - Stocks got beaten up,…
Tech Triumphs Again, S&P Masks Unease and Rising Yields Stir Warnings/Try the Cestini di Parmegiana
January 7, 2025
Things you need to know. - TECH does it again but leaves many behind. - S&P vs. Equal Weight S&P…
From Holiday Dip to Market Flip: Algos, Rates, and Janet’s Fiscal Time Bomb Fuel Wall Street’s Wild Ride – Try the C…
January 6, 2025
Things you need to know. - Stocks rallied; Bond declined. - Oil surging renewed China demand and new Biden bans.…
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Morning Thoughts