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Morning Thoughts
Market Mirage: Early Gains Turn to Late Losses, Gold Glitters, and Santa is a No Show/ Try the Pasta Faggioli.
January 3, 2025
Things you need to know. - It was a head fake – early gains turned to end of day losses.…
Santa was a “No Show” – But it Was Not a Bad Year! New Themes Set to Play Out/Try the Shepherds Pie
January 2, 2025
Things you need to know. - It’s a new year….2024 was not a disaster by any measure. - Stay focused…
2024 Bows Out: Santa Rally Ghosts Wall Street, Algos Run the Show, and Investors Brace for 2025 Surprises!/Try the…
December 31, 2024
Things you need to know. - Santa appears to be ‘asleep at the wheel’ – Stocks continue to decline. -…
Santa Sidelined: Markets Slide as Rising Yields Steal the Show – Try the Blistered Cherry Tomatoes
December 30, 2024
Things you need to know. - Stocks waver as we say good bye (or is that Good BUY) to 2024.…
Santa Packed It Up, Bell Bottoms Make a Comeback, and Bonds Play Scrooge – Try the Spaghetti w/Crema Di Cipolla e Pa…
December 27, 2024
Things you need to know. - Stocks wavered and, in the end, did little. - Eco data does not change…
Stocks Rally Like Santa’s Reindeer: Low Volume, High Drama, and a Dose of Algo Cheer – Try the Shrimp Oreganata
December 26, 2024
Things you need to know. - Stocks rose pre- Christmas and are weaker post-Christmas. - Europe closed for Boxing Day.…
Judicious Cuts, Oversold Bounces, and a Santa Rally?: A Market Meltdown Recovery Tale -Try the Candied Pecans
December 23, 2024
Things you need to know. - Stocks did 180 and closed higher on Friday. - PCE a bit better –…
JJ’s Narrative and Chaos in DC Sends Stocks Reeling, Moves Amplified at Year End – Try the Wedding Soup for Christmas Dinner
December 20, 2024
Things you need to know. And the chop continues – lower…. 10- yr kisses 4.59% Oil down, gold down, commodities…
FED Sparks Meltdown: The Street Screams ‘FIRE in the Hole! – Try Nana’s Cheesecake – Christmas Style
December 19, 2024
Things you need to know. JJ gave them what they wanted (or did he?) Stocks get WHACKED – S&P loses…
SoftBank Bets Big While Markets Sweat Small Cuts: Jerome Powell’s Orchestra Preps for Rate Rhapsody/Try the Butter…
December 17, 2024
Things you need to know. - Stocks churn while we wait for JJ and the Inflation Orchestra - Oil down,…
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Morning Thoughts