Category: Morning Thoughts

September 26, 2023

Things you need to know. -         Bond yields keep climbing….and if Jamie Dimon is correct – they will go higher…

September 25, 2023

Things you need to know. -         We are entering the final week of the quarter – expect lots of churn.…

September 22, 2023

Things you need to know. -        Risk Off is Alive and Well -        The 10 Yr. Bond is now yielding…

September 21, 2023

Things you need to know. -        The FED Paused – you would have to be living in a cave to…

September 20, 2023

Things you need to know. -        It’s all about JJ – What he says is more important than what he…

September 19, 2023

Things you need to know. -         Stocks churn ahead of the FOMC meeting. -         ARM continues to pullback after the…

September 15, 2023

-         PPI is hotter too, but don’t worry – the FED has it under control. -         Retail Sales surge –…

September 14, 2023

Things you need to know. CPI was a bit hotter, but investors appear to be OK. PPI and Retail Sales…

September 13, 2023

Things you need to know. -         Apple Wanderlust!  New phones, watches, operating systems, cameras (and spy equipment?) -         Tech continues…

September 12, 2023

Things you need to know. -         Stocks churn and end the day higher – Futures this morning suggest a churn…