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Category:
Morning Thoughts
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…
Payroll Revision Reveals Labor Mkt Cooling: Fed Faces Pressure for Bigger Rate Cuts as Markets Rally/Try the ‘BALO…
August 22, 2024
Things you need to know. - The BIG number wasn’t that BIG of a deal. - FOMC mins do not…
Markets Churn Amid Speculation on Fed’s Next Move – Investors Cautiously Await Jackson Hole Insights/Try the Class…
August 21, 2024
Things you need to know. - Stocks take a break. - BLS is due to make that revision today. - …
Momo Traders Drive Stocks UP, Fed Watch Intensifies, Plus Uncle Warren’s AAPL Regret and NVDA’s Meteoric Rise/Try …
August 20, 2024
Things you need to know. - UP, UP and Away – the Momo guys are in high gear. - AAPL…
Market Resilience, Jackson Hole Anticipation: A Week of Surprises and Strategy – Try the Pasta Carbonara
August 19, 2024
Things you need to know. - Stocks advanced going into the weekend. - It’s all about the Jackson Hole Boondoggle…
Retail Surge Fuels Mkt Rallies as WMT Dominates, But Will Housing Data Cool the Hype? Try the Pork Cutlet Milanese…
August 16, 2024
Things you need to know. - Retail Sales explode higher. - WMT Blows the house off the foundation. - Stocks…
CPI Report Aligns with Expectations, Fed Likely to Cut 25 Bps in September Amid Slowing Inflation and Cooling Job …
August 15, 2024
Things you need to know. - CPI does not surprise – it’s all systems go… - Stocks Rally, Bonds Advance…
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Morning Thoughts