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Morning Thoughts
Weebles Wobble, Markets Tumble: Government Shutdown Sparks Sell-Off as Q4 Begins – Try the Brisket Sliders
October 1, 2025
Things You Need to Know Classic Toy Slogan for $1000? Gov’t Shuts Down – Futures Slide! History suggests Opportunity. It…
Clowns in DC, Elephants in the Room – Markets Shrug as Q3 Closes – Try the Chicken Tzatziki Meatballs
September 30, 2025
Things You Need to Know We are only hours away from the end of the 3rd qtr. Gov’t is on the…
September Defies History as Stocks Soar to Record Highs, Setting Stage for October Pullback – Try the Roast Pork Loin w/Peaches and Honey
September 29, 2025
Things You Need to Know September has been the stunner of the year – stocks look like they will close…
Markets Dips Amid Strong Economic Data and Inflation Concerns, More Data Today – Try the Cacio & Pepe
September 26, 2025
Things You Need to Know OMG – stocks sold off again! Someone call the police! Lots of strong eco data…
Stocks Slip as Bank of America Warns of ‘Statistically Expensive’ Markets, but Quarter-End Rally Likely to Hold – Try the Chicken Capriccioso
September 25, 2025
Things You Need to Know Stocks back off a bit more. BankAmerica is also warning of ‘statistically expensive levels’. Will…
Markets Wobble as Fed Signals Caution, Oil Surges, and Gold Feels Geopolitical Heat – Try the Pear, Gorgonzola Risotto
September 24, 2025
Things You Need to Know Irrational Exuberance or Just ‘Highly Valued’? Now the FED heads start to speak up –…
Techs Surge Continues: Nasdaq, S&P, and NVDA Hit Record Highs Amid AI Data Center Boom – Try the Chicken Skewers
September 23, 2025
Things You Need to Know It’s another TECH headline! Stocks surge. Nasdaq, S&P and NVDA all make new highs. Understand…
AI and Tech Surge Lifts Markets, but Divergences and Overbought Signals Flash Caution – Try the Chicken Piccata
September 22, 2025
Things You Need to Know AI and TECH continue to send markets higher. S&P and Equal Weight S&P continue to…
Quintuple Play Powers Markets to New Highs as Tech Surges, but Valuations and RSI Signal Caution – Try the Velluata
September 19, 2025
Things You Need to Know It was a quintuple play! 5 new closing highs! Is the S&P extended? What is…
Fed Cuts But Signals Caution, Not Capitulation: Powell Balances Inflation and Jobs, Yields Stay Above 4% – Try the Onion Tart
September 18, 2025
Things You Need to Know The FED has spoken and we got the 25 bps we expected. The future path…
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Morning Thoughts