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Morning Thoughts
Jobs Revised Down Nearly 1 Million — Markets Brace for PPI, CPI, and the Fed – Try the Easy One Pan Chicken Cacciatore.
September 10, 2025
Things You Need to Know The BLS revision shows that the Biden narrative was incorrect. The Labor Mkt is indeed…
Nasdaq Hits Record High as Tech Surges Across Cloud, AI, and Infrastructure; Nebius Soars 45% on $17.4B Microsoft Deal – Try the Garlic/Soy Buttered Rib-Eye.
September 9, 2025
Things You Need to Know Nasdaq closes at a new record. NBIS signs a deal with MSFT. PPI and CPI…
UNDERemployment Flashes Red While Hedge Funds Bet Big – Try the Rigatoni
September 8, 2025
Things You Need to Know NFP disappoints – seals a September rate cut, or does it? CPI and PPI data…
Buy the Rumor, Sell the News? Traders Brace for NFP – Try the Risotto Al’ Amarone
September 5, 2025
Things You Need to Know ADP Disappoints; JOLTS confirms some weakness. Service PMI” s though remains in the expansion zone.…
Tech Masks the Pain: AAPL & GOOG Save the Day, Labor Data Pushes Fed Cut Bets – Try the Lemon Pork Cutlets
September 4, 2025
Things You Need to Know GOOG and AAPL mask the weakness. JOLTS suggests a soft labor market. ADP today, NFP…
Markets Reel as Bond Yields Flirt with 5%, Gold Hits Record $3,597, and VIX Spikes Amid Economic and Tariff Uncertainty – Try the Spaghetti
September 3, 2025
Things You Need to Know Oh boy…stocks take it on the chin. VIX surges, Gold pierced $3600 and bond yields…
Stocks Slip as Summer Ends, Tariff Ruling Rocks Trump’s Trade Agenda, and September Volatility Looms – Chicken Anyone?
September 2, 2025
Things You Need to Know Stocks end lower, Nasdaq takes it on the chin. US Appeals Court strikes down reciprocal…
Performance Anxiety on Wall Street? — PCE Data in the Spotlight – Try the Porcini Rubbed Rib-Eye
August 29, 2025
Things You Need to Know Eco data suggests all systems GO! – S&P enters a new century! Today’s PCE will…
NVIDIA’s Weight Drives Market Volatility, Earnings Beat Expectations but Spark 5% After-Hours Drop – Try the Sprouts in Cashew Cream.
August 28, 2025
Things You Need to Know NVDA reported, now what? Focus returns to the eco data Oil steady, Bonds steady, Gold…
Markets Hold Steady Ahead of NVIDIA Earnings as Fed Drama and Geopolitics Simmer – Try the Oven Roasted BBQ Thighs
August 27, 2025
Things You Need to Know Mood shifts – stocks go from RED to GREEN It’s all about NVDA – after…
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Morning Thoughts