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Category:
Morning Thoughts
Dow Kissed and Pierced 40,000, Rate Cut Expectations Remain in Focus Despite Mixed Economic Signals/Try the Chick…
May 17, 2024
Things you need to know. - Dow pierces 40,000! – but where was all the hoopla? - Market still discounting…
Market Update: Stocks Surge as CPI Matches Expectations, VIX Plunges, Investors Eyeing Rate Cut Speculations/Try …
May 16, 2024
Things you need to know. - The ‘MoMo’ guys are at it again. - CPI comes in inline, Retail Sales…
Stocks Rally Amid PPI Surge, Eyes on CPI; Bonds,Oil & Gold Up, Futures Paralyzed/Try the Porcini Rib-Eye Tagliata …
May 15, 2024
Things you need to know. - PPI comes in HOTTER yet stocks rally. - CPI today – the clock ticks…
Navigating the Slippery Path Ahead Amid Rising Inflation and ‘Frisky Kitty’ Shenanigans/Try the Bone Broth
May 14, 2024
Things you need to know. - Slippery when wet – markets remain a bit cautious. - The Frisky Kitty is…
Volatility Amidst Economic Uncertainty: U of Mich Consumer Sentiment Plunges, Bond Yields Decline, and Inflation D…
May 13, 2024
Things you need to know. - U of Mich Consumer Sentiment plunges. - Stocks ended the day mixed but ended…
S&P Tops 5200 as Momentum Builds Amid Rate Cut Speculations, Oil and Gold Surge, European Markets Rise/Try the Cav…
May 10, 2024
Things you need to know. - The ‘MoMo’ guys just can’t help themselves…. - Stocks pierce 5200 and this morning…
Stocks Churn, Bonds Rally, Dollar Gains, Oil falls, & Gold Holds Steady Amid Economic Uncertainty – Try the Bran Muf…
May 8, 2024
Things you need to know. - Stocks churn as they digest the most recent move. - Kashkari leans hawkish –…
Stocks Fueled by Rate Cut Optimism: Tech & SMIDs Lead, Oil and Gold React to Mid-East Tensions – Try the Pasta & Peas
May 7, 2024
Things you need to know. - Stocks continue to advance on a new rate cut narrative. - Bonds rally, yields…
Market Surge Fuels Rate-Cut Speculation: Investors on Edge Amid Conflicting Economic Signals -Try the Veal
May 6, 2024
Things you need to know. - Eco data on Friday conflicts with FED speak. - Algo’s go all-in, long-term investors…
The month (April) in review/ Try the Potato Broccoli Croquettes
May 4, 2024
Month in Review. In April, the stock market faced challenges, grappling with inflation an uncertain FED, ongoing robust economic data…
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Morning Thoughts