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Morning Thoughts
Markets Hold Steady Ahead of NVIDIA Earnings as Fed Drama and Geopolitics Simmer – Try the Oven Roasted BBQ Thighs
August 27, 2025
Things You Need to Know Mood shifts – stocks go from RED to GREEN It’s all about NVDA – after…
From Euphoria to Reality: Markets Hit the Brakes as the Fed Walks a Tightrope & Lisa Cook gets a Pink Slip – Try the Ricotta, Pistachio, Hot Honey Bruschetta
August 26, 2025
Things You Need to Know Investors reconsider Friday’s surge. JJ did not make any new/hard promises at all. Overnight Trump…
Stocks Slide as Investors Brace for Powell’s Jackson Hole Speech; Housing Prices Soften, Russia’s Ukraine Assault Clouds Peace Talks – Try the Swordfish Siciliana
August 22, 2025
Things You Need to Know Its ‘all about JJ today…. Markets continue to churn lower. Eco data is mixed to…
Stocks Slide as Tech Selloff Persists, but Bargain Hunters Limit Losses; Fed’s Hawkish Tilt Tempers Rate Cut Hopes – Try the Farfalle
August 21, 2025
Things You Need to Know Stocks continue to reprice, yet Big Tech found bargain hunters. FOMC mins were a bit…
Performance Anxiety on Wall Street! – Try the Steak Pizzaiola
August 20, 2025
Things You Need to Know Markets are Toppy! Growth names under pressure. Utilities, Consumer Staples, Healthcare and Real Estate ended…
Stocks Stall, JJ on Deck, and Europe Praises Trump’s Peace Push – Try the Rigatoni alla Campagna
August 19, 2025
Things You Need to Know Stocks yawn — quiet markets. Trump hosts Europeans along with Ukrainian President Zelensky. Economic data…
From Anchorage to Jackson Hole: Markets Juggle Data, Geopolitics, and Frothy Valuations – Try the Pork Chops from Benevento
August 18, 2025
Things You Need to Know Retail Sales Strong, Consumer Sentiment Weak. Healthcare is making a ‘comeback’…. up 6.75% last week…
Hot PPI Sparks Bond Retreat, Yields Climb as Investors Shrug Off Inflation Fears Ahead of Trump-Putin Summit – Try the Classic Philly Cheese Steak
August 15, 2025
Things You Need to Know PPI surprises to upside – but investors push it aside. Bonds retreat, sending yields up.…
Never Another Down Day on Wall Street? Markets Soar, but Caution Looms as Divergences and Fed Cuts Stir Debate – Try the Paccheri
August 14, 2025
Things You Need to Know “Never another Down Day on Wall Street!” Russell and Equal Weight outperform, Mag 7 Struggle.…
Stocks Surge on Rate Cut Hopes as CPI Stays Tame, PPI Looms, and Tariffs Boost U.S. Coffers – Try the Pan Roasted Sea Bass
August 13, 2025
Things You Need to Know Stocks continue to advance – in what feels like a sugar rush. CPI – benign,…
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Morning Thoughts