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Morning Thoughts
It’s a New Year – Banks, Global Elections and Ongoing Tensions Remain the Narrative – Try the Pot Roast
January 2, 2024
Things you need to know. - Happy New Year - Geo-Political Tensions Not Going Away - Global Elections will be…
And Now the End is Near……Stocks Knock it Out of the Park in 2023! Try the Champagne Chicken
December 29, 2023
Things you need to know. Again – I say thank you for letting me be part of your life….it is…
Now Dasher, Now Dancer and all the Rest – Stocks Continue to Rise – Try the Ricotta Coffee Cream
December 28, 2023
Things you need to know. Stocks went UP. Treasuries now yielding 3.8%, Algo’s still betting on ‘multiple rate cuts. Gold…
Where was Wednesday’s Angst? Nowhere to be Found – Stocks resume their Surge – Try the Butterscotch Clusters
December 22, 2023
Things you need to know. One of the joys of the holiday season is the opportunity to say Thank You…
SNAP!!! One Down Day and They Tell you that Santa is Leaving you Hi & Dry – Come on! Try Nana’s Cheesecake
December 21, 2023
Things you need to know. - Stocks SNAP their winning streak – It’s about time! - You can point to…
Austan Says “Not so fast” While Mary says “Cuts are Appropriate” – Oh Boy! Try the Candied Almonds
December 19, 2023
Things you need to know. - The story continues….1 more FED head tries to talk it down while another one…
“The British Are Coming” What Do Paul Revere and JJ have in Common? Try the Simple Blanched Broccoli
December 18, 2023
Things you need to know. - The British Are Coming, The British Are Coming…or are they? - Williams and Mester…
It’s a MELT UP Going Into Year End! Try Grandma Emma’s Ragu
December 15, 2023
Things you need to know. - Priced to perfection – Stocks, Bonds, Oil and Gold continue to advance. - ECB…
So, Higher for Longer is NO longer the Narrative? OK – strap in…Yields Plunge, Stocks and Bonds Surge! Try the A…
December 14, 2023
Things you need to know. And the PIVOT ‘officially’ begins…. investors, traders and algo’s go all in on stocks and…
Stocks Up, VIX down, Is OIL making a Presidential Prediction? Feast of the 7 Fishes – #7 Mussels Posillipo
December 12, 2023
Things you need to know. - And the rally just won’t quit – the VIX remains complacent. - Small &…
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Morning Thoughts