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Category:
Morning Thoughts
NFP Stronger or Not? Big Bond Auction Week and Sales Everywhere/ – Feast of the 7 Fishes #6 Stuffed Calamari
December 11, 2023
Things you need to know. - NFP was stronger? Or was it? - Dow, S&P and Nasdaq make NEW closing…
Get Ready To Give it All UP – The Computer can Walk, Talk & Argue! Feast of the 7 Fishes #5 Bay Scallops in Black …
December 8, 2023
Things you need to know. - Auto Generated AI – get ready…. - Magnificent 7 – push higher. - NFP…
Call the Stock Police! Market Under ‘Pressure’ for 3 Days Now! Feast of the 7 Fishes – #4 Baked/Broiled Salmon
December 7, 2023
Things you need to know. - Stocks close LOWER for a 3rd day! OMG! - The eco data is…
And Treasuries Con’t to Rally! Anything Crypto is Alive and Well/Feast of the 7 Fishes #3 Feta Shrimp
December 6, 2023
Things you need to know. - Treasuries continue to rally; Yields continue to decline. - Bitcoin and everything ‘crypto’ finding…
Powell Says ‘Don’t bet the Ranch’ so Trader’s ‘Bet the Ranch’/ – Feast of the 7 Fishes #2 – Filet of Sole
December 4, 2023
Things you need to know. - JJ says, ‘Don’t go Betting the Ranch’ and traders ‘Bet the Ranch.’ - The…
It Was a November to Remember! It’s Christmas – time for the Feast of the 7 Fishes -Try the Lobster Sauce
December 1, 2023
Things you need to know. - Do you remember? - JJ to speak at 11 am – Will he confirm…
Now the ECB is about to Cut rates? Not so fast…CRM & SNOW Crush it – Try the Pasta alla Genovese
November 30, 2023
Things you need to know. - PCE Deflator due out at 8:30 - Eurozone inflation in retreat, Eurozone economies on…
Breathe! Stocks Churn. CyberMonday is Plus $12 billion! – Try Nana’s Cheesecake
November 28, 2023
Things you need to know. - Breathe…that’s what global markets did yesterday and are doing again today. - 5 yr.…
Complacency, The VIX is trading at levels not seen since 2020, Be Careful -Try the Limoncello
November 27, 2023
Things you need to know. - Stocks staged a 4-week rally that has seen the indexes gain more than…
Too Far Too Fast? Stocks, Bonds UP, Dollar Down, Oil Set to Recover?/Try the Stracciatella Soup
November 20, 2023
Things you need to know. - It was another winning week $23 billion moves into stocks. - Oil rallies AFTER…
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Morning Thoughts