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Morning Thoughts
Tech Holds Tight, Gold Tumbles, and Will JJ Stuff Your Stocking?/Try the Pasta Genovese.
December 16, 2024
Things you need to know. - It’s FED week…. (yawn). - Former FED members say, ‘Slow Down’. - Apollo warns…
Zuckerbucks Reunited: Marky Makes Nicey with Trump as META Soars, Leaving Bezos Wondering if It’s His Turn to Danc…
December 12, 2024
Things you need to know. - CPI appeared to be a ‘no brainer’ – but is trending UP. - PPI…
Markets Hold Their Breath: Inflation Data, Fed Moves, and JJ’s ‘Thoughts’ Leave Investors Dizzy – Try the Feta Shrim…
December 10, 2024
Things you need to know. - Stocks consolidating just a bit – I’d like to see a bit more. -…
Fed Frenzy, Gold Glimmers, and IonQ’s Quantum Quest: The Markets’ End-of-Year Rollercoaster!/Try the Filet of Sole…
December 9, 2024
Things you need to know. - NFP is benign – or that’s what they want you to believe. - This…
Stocks Retreat: Froth, Fear, and a Frenzy of Last-Minute Moves as 2024 Winds Down
December 6, 2024
Things you need to know. - Wow! Stocks retreat? Are the Transports sending us a message? - Today’s NFP report…
JJ Tries to find the Sweet Spot Between ‘Chill’ and ‘Thrill’, Are the Inmates Running the Asylum?/Try the Bay Scal…
December 5, 2024
Things you need to know. - Did JJ just ‘tease’ us or did he send a ‘signal’? - Alberto says…
Rally Stalls as Investors Brace for Key Economic Data and Fed’s Next Move/Feast of the 7 Fishes – #1 Linguine & Cl…
December 4, 2024
Things you need to know. - Are investors getting antsy? Not yet! - Kugler, Daly and Goolsbee all opine on…
Markets Surge to Record Highs, Santa Rally Speculation Continues, XRP Comes Out of the Dark – Try the Veal Cacciatore
December 2, 2024
Things you need to know. - Stocks rose on a shortened trading day. - Bonds rose, yield fell, oil and…
October PCE Report: Inflation Stays Stubborn, Markets React Calmly as Fed’s Next Move Hangs in the Balance
November 28, 2024
Good morning and Happy Thanksgiving Ok – so yesterday we got the monthly PCE report – the FED’s favored inflation…
Holiday Highs: Markets Surge Amid Tariff Talk and Rate Speculation – Try the Pumpkin Pie
November 27, 2024
Things you need to know. Dow and S&P close at new RECORD highs. Gold rallies, Bonds rally, Oil sits tight.…
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Morning Thoughts