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Morning Thoughts
GOOG Crushed it, Mkts Await Earnings from META & MSFT. Rising Yields, FED Decision & Election Anxiety just Ahead – T…
October 30, 2024
Things you need to know. - GOOG knocks it out of the park. AMD offers weaker guidance. - META &…
Tesla’s Explosive Earnings Boosts Musk’s Fortune, Eco Data Strong – Yields UP and that Sends Fed Scrambling on Infla…
October 25, 2024
Things you need to know. - TSLA CRUSHED IT…Stock +22% Energy generation/Storage +52% - IBM/HON disappoint- put pressure on the…
Markets Under Pressure: Exhaustion, Rising Yields, and Bond Vigilante Take a Stand – Try the Pappardelle
October 24, 2024
Things you need to know. - Stocks, bonds, gold all trade lower…. - Yields kiss 4.25%. - The VIX trades…
Mkt Exhaustion: Investors Reconsider Rates, Political Uncertainty Amid Mixed Earnings, Rising Yields & Geopolitica…
October 23, 2024
Things you need to know. - It’s exhaustion…. - 10 yr. bond mkt is telling us that it ain’t over……
Stocks, Bonds Sell Off as Investors Eye Fed Moves and Earnings – Stick to the Plan and Try the Classic Lasagna!”
October 22, 2024
Things you need to know. - Stocks sold off! Bonds sold off! Yields Pierce resistance at 4.17% - Gold steady,…
Momentum is alive as Mixed Data and Earnings Fuel Market Gains Amid Geo-Political Uncertainty and Fed Speculation – Try the Penne w/Pumpkin Cream and Sweet Sausage
October 21, 2024
Things you need to know. We are now all in on the earnings season…it’s a big week. Tech earnings expected…
Strong Economic Data Fuels Rate Cut Uncertainty: How Will Markets and the Fed Respond – Try the Linguine
October 18, 2024
Things you need to know. - Eco data is undeniable – Retail Sales are Strong. - Initial Jobless Claims decline,…
Rotation Drives SMID and Transports to All-Time Highs, Tech Takes a Backseat as Investors Diversify Amid Interest …
October 17, 2024
Things you need to know. - Stocks pulled a fast one…SMIDS and Transports hit all-time highs. - The big rotation…
Markets Jolt as ASML Surprises with Disappointing Earnings, Sparking Broad Sell-Off Across Tech. LVMH does it agai…
October 16, 2024
Things you need to know. - ASML surprises (not a good surprise) stock falls 16% - LVMH down 6% today…they…
Bank Earnings Sparks Market Surge, S&P Enters a New Century, “I Hear a Symphony”/Try the Pork Loin
October 14, 2024
Things you need to know. - Earnings season starts off with a BANG! - S&P crosses into another new century.…
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Morning Thoughts