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Category:
Morning Thoughts
Rate CUTS now Expected in June 2024? Stocks & Bonds Surge – Try the Sicilian T-Bone
November 6, 2023
Things you need to know. - NFP comes in better – so think bad news is good news for the…
MKT’s Are Convinced that the FED is DONE, Bonds Rally, Yields Fall, Stocks Rally – Try the Apple Cinnamon Pork Chop
November 3, 2023
Things you need to know. - Sammy is going to jail for a long time. - BoE joins the ECB…
Can you say BOOM-ER-RANG? Buy Algo’s have a Field Day! – Try the Eggplant Caponata
October 31, 2023
Things you need to know. - Stocks rally hard – Dow gains 550 pts! S&P back into the ‘normal trading…
S&P Officially Enters the ‘Correction zone’, Israel slows the Gaza Invasion – Try the Simple Spaghetti & Meatballs
October 30, 2023
Things you need to know. - The S&P enters the ‘correction zone’ leaving only the Dow in the ‘normal zone.’…
It’s Been a Brutal Week, FED in Lockdown, PCE Due today – Try the Chicken Saltimbocca.
October 27, 2023
Things you need to know. - It’s been a brutal week – on a number of fronts. - The Dow…
Stocks are Weaker this Morning, 10 yr Above 5% Again. Try the Fusilli w/Crema di Zucca.
October 23, 2023
Things you need to know. - Stocks end the week, weak and start the week, weaker - 10 yr treasuries…
We get it from Both JJ & Jo Jo; Stocks lower, Futures lower, Fed to Pause, while the Pres Requests More $ – try the Vermont Maple Syrup/Bourbon Marinade
October 20, 2023
Things you need to know. - JJ takes the stage in the morning while Jo Jo takes to the oval…
10 yr Kisses 5%, Stocks get Whacked! Arab States call for Oil Embargo on Israel -Try the Dark & Stormy.
October 19, 2023
Things you need to know. - My internet was out until now! (Thus the tardiness) - Stocks got whacked, the…
Macro Data suggest both strength and weakness, Mid-East Conflict Intensifies, Oil Surges – Try the Tuscan Soup.
October 18, 2023
Things you need to know. - Fighting intensifies in the middle east all while Jo Jo lands in Tel Aviv…
Mama’s & Papa’s – Monday, Monday! Stocks Surge & Yields Rise? – Try the Capellini w/Roasted Tomato Sauce.
October 17, 2023
Things you need to know. - Another Monday Rally – but is something a bit amiss? - Nations around the…
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Morning Thoughts