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Category:
Morning Thoughts
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.…
Markets Rally as Investors Cheer Bessent Nomination, Tariffs, and Holiday Optimism – Try the Mini Rice Balls
November 26, 2024
Things you need to know. Markets celebrate the Scott Bessent nomination. Stocks surge! Trump announces 25% tariffs on Mexico and…
Markets Climb Amid Strong Retail Earnings, Economic Optimism, Bitcoin Teases $100K/Try the Italian Wedding Soup
November 25, 2024
Things you need to know. - Strong retail earnings and strong eco data drive stocks higher. - Bitcoin comes close…
Markets Slide Amid Rate Uncertainty, Tech Woes, and Geopolitical Tensions -Try the Stuffed Chicken ‘Balls’
November 18, 2024
Things you need to know. - Stocks continue to retreat – giving back 60% of the election gains. - Trump…
Stocks Waver Amid Concerns of Overbought Market, Investors Eye Fed Rate Cut, Inflation Data, and Rising Treasury Y…
November 14, 2024
Things you need to know. - CPI did not surprise, what will the PPI say about the state of inflation.…
Post-Election Rally Continues Led by Small Caps and Financials, as Tech Slips and Bitcoin Surges; All Eyes on Upco…
November 12, 2024
Things you need to know. - Stocks close at another NEW high. - Dollar rallies, Oil falls and Gold gets…
Markets Soar Amid Economic Optimism & Trump’s Pro-Growth Policies -Try the Roast Turkey
November 11, 2024
Things you need to know. - S&P busts up and through 6000! - SMIDS now up 19% ytd…. - Bonds…
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Morning Thoughts