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Morning Thoughts
Trump Quantum Tease: Stocks Bounce Back, Rare Earths Rally as CPI Looms – Try the Penne w/Butternut Squash
October 24, 2025
Things You Need to Know Stocks move all over the place and end up in the same spot. Trump teases…
S&P Flirts with 6,752, Gold Sheds a Few Pounds and TSLA & IBM Gear Up to Steal the Show – Try the Halibut
October 22, 2025
Things You Need to Know Is the S&P exhausted yet??? Still no action on the shutdown. Eco data limited. Earnings…
Stocks Surge, Earnings Crush Expectations, Trump signs a Rare Earth Deal w/Australia – Try the One Pan Chicken Thighs
October 21, 2025
Things You Need to Know Stocks head higher again. And who is complaining? Friday brings the September CPI – mkt…
Banks Bounce Back, Trump Eases China Fears, Oil Slips Toward $55 – Try the Orechiette with Ragu Bianco
October 20, 2025
Things You Need to Know Regional Banking Crisis? Don’t be ridiculous! Trump tells us that everything will be ok with…
Regional Bank Woes Spark Market Jitters, Gold Soars to $4,340, Bonds Rally as Investors Go Risk-Off – Try the Rib-Eye Arrabiata
October 17, 2025
Things You Need to Know More Regional Bank Mismanagement! The sector gets whacked. Memories of SVB cause the mkts to…
Market Whiplash: China Rare Earths Flex Ignites Selloff, But Bank Earnings and AI Boost Spark Rebound – Try the Gnocchi
October 16, 2025
Things You Need to Know I was away – celebrating my anniversary! What did I miss??? Oh boy – China…
AI Bubble Warnings Echo as Stocks Dip: Oracle’s Thin Margins, Bravo’s Alarm, and ‘Manic Zone’ Sentiment Signal Toppy Vibes Amid Shutdown Stalemate – Try the Puttanesca
October 8, 2025
Things You Need to Know Hmmm – Is there trouble brewing at ORCL? Orlando Bravo sounds the alarm…. Bloomberg Intel…
AMD and OpenAI Announce Strategic Partnership, Markets Ignore DC, Stocks Rise – Try the Pink Sauce
October 7, 2025
Things You Need to Know OpenAI and AMD are engaged! Investors celebrate! Call Options in AMD surged – on FRIDAY!…
Markets Shrug Off Shutdown Fears as Tech Frenzy Fuels Rally, CAT Surges on AI Power Play – Try the Swordfish Siciliana
October 3, 2025
Things You Need to Know Gov’t shutdown? Don’t be ridiculous – Stocks push higher. OpenAI – sparks even more interest…
Markets Shrug Off Gov’t Shutdown, ADP Shocks the Narrative & Fuels Stock Surge, Bond Yields Dip, and Healthcare Soars – Try the Pumpkin Cream Sausage Pasta
October 2, 2025
Things You Need to Know Gov’t shuts down – ADP goes negative and Stocks Surge to new highs. Bonds rose…
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Morning Thoughts