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Category:
Morning Thoughts
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…
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…
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Morning Thoughts