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Category:
Morning Thoughts
And Treasuries Con’t to Rally! Anything Crypto is Alive and Well/Feast of the 7 Fishes #3 Feta Shrimp
December 6, 2023
Things you need to know. - Treasuries continue to rally; Yields continue to decline. - Bitcoin and everything ‘crypto’ finding…
Powell Says ‘Don’t bet the Ranch’ so Trader’s ‘Bet the Ranch’/ – Feast of the 7 Fishes #2 – Filet of Sole
December 4, 2023
Things you need to know. - JJ says, ‘Don’t go Betting the Ranch’ and traders ‘Bet the Ranch.’ - The…
It Was a November to Remember! It’s Christmas – time for the Feast of the 7 Fishes -Try the Lobster Sauce
December 1, 2023
Things you need to know. - Do you remember? - JJ to speak at 11 am – Will he confirm…
Now the ECB is about to Cut rates? Not so fast…CRM & SNOW Crush it – Try the Pasta alla Genovese
November 30, 2023
Things you need to know. - PCE Deflator due out at 8:30 - Eurozone inflation in retreat, Eurozone economies on…
Breathe! Stocks Churn. CyberMonday is Plus $12 billion! – Try Nana’s Cheesecake
November 28, 2023
Things you need to know. - Breathe…that’s what global markets did yesterday and are doing again today. - 5 yr.…
Complacency, The VIX is trading at levels not seen since 2020, Be Careful -Try the Limoncello
November 27, 2023
Things you need to know. - Stocks staged a 4-week rally that has seen the indexes gain more than…
Too Far Too Fast? Stocks, Bonds UP, Dollar Down, Oil Set to Recover?/Try the Stracciatella Soup
November 20, 2023
Things you need to know. - It was another winning week $23 billion moves into stocks. - Oil rallies AFTER…
“Eventually we will get rate cuts!” Brilliant! – Try the Roast Turkey
November 17, 2023
Things you need to know. The pilot has turned on the ‘fasten seat belt’ sign…. Investors continue to go all…
PPI Better, Retail Sales Ok, FED Cut? Really? – Try the Roasted Cornish Hens
November 16, 2023
Things you need to know. PPI also better than expected – Mkts rally, just not so much. Retail Sales weaker…
Mamma Mia! Did you see that CPI report? – Try the Stuffed Cubanelle Peppers
November 15, 2023
Things you need to know. Mamma Mia – What a rally! Lots of buyers and lots of Short Covering Stocks…
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Morning Thoughts