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Morning Thoughts
OK – Stop the Whining, Put on Your Big Boy Pants – Try the Bucatini with Red/Orange Bell Pepper Sauce
February 1, 2024
Things you need to know. - Wake up…JJ said stop your whining…. We are not there yet. - The algo’s…
The FED Goes Behind the Iron Curtain, Mkts Await MSFT, GOOG, AMD and more – Try the Dover Sole
January 30, 2024
Things you need to know. And BANG! Stocks go higher! Janet cuts the funding requirement – I think it’s baloney!…
Inflation is Cooling, but the Hootie’s (Iran) are Heating things UP! It’s a Big Week – Try the Breakfast Oatmeal
January 29, 2024
Things you need to know. - Inflation continues to cool – reigniting the rate cut demands. - Former FED President…
Remember Katrina and the Waves? Walking on Sunshine! Stocks Surge – Try the Roasted Sea Bass
January 26, 2024
Things you need to know. - We are walking on Sunshine…. - GDP Stronger, Personal Consumption Stronger - Stocks and…
TECH Takes the Stage (again), Traders Still Betting on a Rate Cut – Try the Grilled Lamb Chops
January 25, 2024
Things you need to know. - Tech takes the lead again…. - NFLX suggests more people are staying home. - …
ASML is the Latest Tech Stock to IMPRESS, Buckle Up- Try the Fried Meatballs (for the Gravy!)
January 24, 2024
Things you need to know. - And the rally rages on…. ASML the latest to ‘impress’ - Tech stocks on…
S&P Pierces the Old High, Tech Takes the Lead (again), Ronny Out! – Try the Short Rib/Meatball Sunday Sauce
January 22, 2024
Things you need to know. - Stocks surge up and thru resistance establishing a new all-time high. - Tech is…
Tech to the RESCUE! Apple gets an UPGRADE! – Try the Chicken Soup
January 19, 2024
Things you need to know. - Tech comes to the rescue! - Taiwan Semi – ignites a rally. - Treasuries…
Finally – it appears Someone is Paying Attn! Time to move on and re-focus – Try the Pan Seared Garlic Butter Rib-eye
January 18, 2024
Things you need to know. - Finally – they are paying attention! - Stocks did decline, but the pressure was…
Waller Confronts the 6 Cut Narrative, Stocks Fall, Bond Yields Rise – Try the Zucchini Lasagna
January 17, 2024
Things you need to know. - So, the 6 cut narrative isn’t really about 6 cuts. - Fed Governor Waller…
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Morning Thoughts