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Morning Thoughts
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.…
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.…
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Morning Thoughts