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Morning Thoughts
Trump’s Victory Ignites Market Surge as America Embraces Economic Revival -Try the Shells
November 6, 2024
Things you need to know. - Trump wins a second term and becomes the both the 45th and 47th President.…
Markets Brace for Election Day Turbulence: Stocks Churn, Bonds Rise, and Investors Await Fed Rate Decision/Try the…
November 5, 2024
Things you need to know. It is that time of year when the NYC charitable fundraisers kick off…As you know,…
Market Edges Higher Amid Election and Fed Meeting Anticipation/Try the Cavatappi
November 4, 2024
Things you need to know. It is that time of year when the NYC charitable fundraisers kick off…As you know,…
Market Mayhem: Tech Giants’ Earnings Ignite Stock Rout, Sending S&P to First Monthly Loss Since April Amid Frothy …
November 1, 2024
Things you need to know. - Froth – remember that word. - Tech gets punched in the face. - Put…
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…
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Morning Thoughts