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Category:
Morning Thoughts
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 &…
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…
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Morning Thoughts