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Category:
Morning Thoughts
Headline: JOLTS Report Signals Economic Slowdown; Stocks Mixed, Bonds Rally – Plus, Try Chicken Rollatini!
June 5, 2024
Things you need to know. - JOLTS report suggests a weakening economy, stocks churn, bonds rally. - Consumer Staples advance,…
2 PMI’s – 2 Conflicting Results, Value down, Growth up, Oil Down, Bonds Up/Try the Roasted Pork Loin w/Peaches and…
June 4, 2024
Things you need to know. - Eco data suggests a slowdown – Is Bad news now Bad news for markets?…
Volatility Strikes Mkts as Stocks Rebound Despite Economic Concerns & Rate Cut Speculation/Try the Fettucine w/Ove…
June 3, 2024
Things you need to know. - Stocks rallied, PCE and other data points suggest slowing. - The Rate Cut Narrative…
Weak Bond Auctions and Rising Yields Send Stocks Tumbling as VIX Spikes 27%/Try the Greek Style Chicken
May 30, 2024
Things you need to know. - Another weak bond auction – sends stocks and bonds lower. - Janet and JJ…
NVDA Drives Nasdaq Past 17,000 as Broader Market Falters Amid Bond Auction Concerns/Try the Fettucine w/Shrimp and…
May 29, 2024
Things you need to know. - NVDA takes the Nasdaq up and through 17k! - Lonnie Musk using H100 chips…
It’s all About Friday’s PCE….Kashkari Reminds us that it’s ALL on the Table/Try the Pork Chop Pizzaiola
May 28, 2024
Things you need to know. - Stocks gained on Friday – Confused about today…. - Bonds steady, Oil up and…
The Days of Wine and Roses (Or maybe not?) – Try the Baby Back Ribs…
May 24, 2024
Things you need to know. NVDA bucks the trend and rises by 9.3%. Stocks and Bonds get Whacked as reality…
Mkt Update: NVDA Results Awaited, Oil Slips on Demand Concerns, & NTGR Emerges as a New Idea/Try the Swordfish
May 22, 2024
Things you need to know. - NVDA – that’s it for today - Bond, Gold, Dollar and VIX all steady….…
Mkt Milestones: Dow Closes Above 40k, S&P Reclaims 5300, NVDA and AI in Focus/Try the Oven Roasted/BBQ Thighs
May 21, 2024
Things you need to know. - Dow CLOSES above 40k and the S&P retakes 5300. - Nasdaq just 1.8% away…
Mkt Milestones: Dow Closes Above 40k, S&P Reclaims 5300, NVDA and AI in Focus/Try the Oven Roasted/BBQ Thighs
May 20, 2024
Things you need to know. - Dow CLOSES above 40k and the S&P retakes 5300. - Nasdaq just 1.8% away…
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Morning Thoughts