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Category:
Morning Thoughts
“Eventually we will get rate cuts!” Brilliant! – Try the Roast Turkey
November 17, 2023
Things you need to know. The pilot has turned on the ‘fasten seat belt’ sign…. Investors continue to go all…
PPI Better, Retail Sales Ok, FED Cut? Really? – Try the Roasted Cornish Hens
November 16, 2023
Things you need to know. PPI also better than expected – Mkts rally, just not so much. Retail Sales weaker…
Mamma Mia! Did you see that CPI report? – Try the Stuffed Cubanelle Peppers
November 15, 2023
Things you need to know. Mamma Mia – What a rally! Lots of buyers and lots of Short Covering Stocks…
Accentuate the Positive, Eliminate the Negatives – Try the Italian Style Sausage Stuffing
November 14, 2023
Things you need to know. - Get ready for the 8:30 am CPI read – the best is for it…
Bond Auctions Showing Cracks, Stocks remain Confused -Try the Scallops Bathed in Vermouth
November 13, 2023
Things you need to know. - Stocks remain confused – downs are dramatic, and ups are dramatic. - Bond…
JJ has a Wing Woman and a Wing Man Today, Stocks wait…- Try the Thighs Bathed in Herbs and White Wine
November 9, 2023
Things you need to know. - The 10 yr. bond auction went off a bit weaker than expected - today…
Hello? Reality Check Aisle 2! Big Week for Treasuries – Try the Shells w/Sweet Sausage/Pancetta and Cannelloni Beans
November 7, 2023
Things you need to know. - The rally fades – but that should not be a surprise - Janet to…
Rate CUTS now Expected in June 2024? Stocks & Bonds Surge – Try the Sicilian T-Bone
November 6, 2023
Things you need to know. - NFP comes in better – so think bad news is good news for the…
MKT’s Are Convinced that the FED is DONE, Bonds Rally, Yields Fall, Stocks Rally – Try the Apple Cinnamon Pork Chop
November 3, 2023
Things you need to know. - Sammy is going to jail for a long time. - BoE joins the ECB…
Can you say BOOM-ER-RANG? Buy Algo’s have a Field Day! – Try the Eggplant Caponata
October 31, 2023
Things you need to know. - Stocks rally hard – Dow gains 550 pts! S&P back into the ‘normal trading…
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Morning Thoughts