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Morning Thoughts
From Panic to Profit: A Wild Market Ride Fueled by CPI, Debates, and Bargain Hunting – Try the Spaghetti w/Butternu
September 12, 2024
Things you need to know. - Market goes from Risk OFF to Risk ON! - 25 bp cut is all…
Reflections on 9/11, Stocks Stall as we wait for CPI, Kammy takes the Win – Try the Apple Cinnamon Pork Chops
September 11, 2024
Things you need to know. - Today is a day of remembrance – it has been 23 yrs - Stocks…
Stocks Surge, Bargain Buyers Drive Market Rally as Stocks Rebound Amid Economic Uncertainty – Try the Cavatappi
September 10, 2024
Things you need to know. - Investors go on a shopping spree. - But are the lows in? Not so…
The Elephant in the Room – Market Tensions Rise as Traders Demand Bigger Rate Cuts – Try the Shrimp Scampi
September 6, 2024
Things you need to know. 8:30 is all about the Elephant in the Room September is living up to its…
Stocks Surge as Markets Brace for Fed Rate Cuts Amid Economic Data Deluge – Try the Bucatini Felice
September 3, 2024
Things you need to know. - August goes out with a BANG! - Lots of eco data this week –…
End-of-Month Trading Sees Modest Gains as NVDA Dips, Economic Data Signals Strength – Try the Mac & Cheese
August 30, 2024
Things you need to know. - Labor Day Weekend is here…. - Stocks brush off any of the NVDA negatives…
NVIDIA’s Stellar Earnings Undermined by Subtle Guidance Shift; Algo’s Hit the Sell Button but Reconsider Overnight…
August 29, 2024
Things you need to know. - Ok – it’s done, Jensen delivers another stunning report. - As expected, the trader…
Anticipation Builds as NVDA Earnings Loom: A Potential $316 Billion Market Cap Swing Awaits—Investors Brace for AI…
August 28, 2024
Things you need to know. - Stocks did nothing as we wait…. - Bonds did nothing as wait…. - Oil…
JJ Signals Imminent Rate Cuts, Mkts Surge, NVDA up Next – Try the Cavatappi
August 26, 2024
Things you need to know. - JJ ‘Locks it in’ – a September rate cut is all but in the…
Stocks Pull Back as Investors Brace for JJ’s Pivotal Speech: Slow and Steady Wins the Race Amid Economic Uncertain…
August 23, 2024
Things you need to know. - It is Jackson Hole day…. Do not expect a Jumbo announcement. - Next week…
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Morning Thoughts