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Morning Thoughts
Don’t Ignore the Super Core PCE! / Try the Dover Sole Francese
March 1, 2024
Things you need to know – - PCE did WHAT? - Super Core did WHAT? - Traders BET that a…
The Parade of the FED Heads – Goolsbee, Bostic and Colllins. What will they say? Try the Chianti Risotto.
February 28, 2024
Things you need to know – - It was a quiet day – as expected. - Today brings 3 more…
“Not so Fast Boyz”. KC Fed President Chimes In/Try the Beef Tenderloins
February 27, 2024
Things you need to know – - Kansas City Fed President says, “Slow down Boyz.” - What will the others…
S&P Pierces 5100! NVDA and AI Continue to Power us Forward/Try the Creamy Chicken Piccata
February 26, 2024
Things you need to know. - S&P pierces 5100 only 17 days after piercing 5000. - AI and NVDA continue…
NVDA’s Influence on Wall St/ Try the Linguine w/Spinach, Ricotta Pesto
February 21, 2024
Things you need to know. - Brace yourself…. It’s all about NVDA. - Remember all roads lead to Rome. - …
Rate Cuts Remain the Driver, S&P about to TEST the HIGHS Again – Try the Alaskan Black Cod
February 16, 2024
Things you need to know. - Weak Eco data suggests rate cuts are not dead. - Jan PPI is today’s…
Wait? That’s it? Stocks Rallied, Austan hints that the Rate Cut Narrative is ALIVE – Try the Halibut
February 15, 2024
Things you need to know. - Wait, that’s it? The pullback is over. - Buy the dippers come to the…
Think Buster Poindexter – Hot, Hot, Hot! Algo’s all run for the DOOR! Stocks Get Slapped! Try the Chicken Cutlet M…
February 14, 2024
Things you need to know. - Oh boy, do I have a headache! CPI is HOT and Stocks got ‘slapped’…
“Sell Mortimer SELL!” or is that a bit Dramatic? CPI out at 8:30 – Try the Pasta Vesuvio (think Volcano)
February 13, 2024
Things you need to know. - It’s T-Time…. CPI due out at 8:30. - Stocks stumbled into end of day…
S&P is Now Decisively in the New Millennium, Tech on Fire, Some Still Betting on Cuts – Try the Rigatoni
February 12, 2024
Things you need to know. - S&P is now solidly in the new millennium. - Some are still betting on…
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Morning Thoughts