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Morning Thoughts
PPI at 8:30, Oil Deficit?, Turtle Beach? – Try the Sweet Sausage Risotto
March 14, 2024
Things you need to know. - So today it’s about the PPI. - What will the Treasury Auction Result be?…
NFP reveals contradiction, NVDA has a 10% swing, & the FED is in Lockdown – Try the Chicken Cacciatore
March 11, 2024
Things you need to know – - NFP reveals Contradiction. - Tech comes under pressure, but the money is moving…
JJ Hints But Does NOT Commit, Algo’s go Back into Buy Mode -Try the Potato Crust Quiche
March 7, 2024
Things you need to know. Was there a change of heart? What felt ugly was pretty again or is that…
Tech Gets SPANKED! Ouch! JJ Goes to the Hill/Try the Zucchini Surprise
March 6, 2024
Things you need to know. - Super Tuesday for politics but not for Tech. - JJ Takes to the Hill.…
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…
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Morning Thoughts