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Morning Thoughts
It’s ALL about NVDA – Full Stop! DJT Absent in Debate – Who will Shine? – Try the Parmegiana Crusted Halibut
August 23, 2023
Things you need to know. It has arrived – NVDA earnings day – but you have to wait until 4:01…
Tech Leads, Will NVDA Surprise? S&P Cuts Some Regionals – Try the Emulsified Aglio e Olio.
August 22, 2023
Things you need to know. - Is the correction over already? - S&P downgrades the regional banks. (Yawn!) - Investors…
19 X’s Forward Earnings is NOT what the Dr. Ordered, Stocks Fall -Try the Mac & Cheese.
August 18, 2023
Things you need to know. - I told you this was a seasonally weak time of year. - The US…
Hello? Anyone Read Those Mins? The Hawks are Alive and Well, Stocks FALL – Try the Risotto.
August 17, 2023
hings you need to know. - What have I been telling you? Hello? Higher rates…. - FED is fractured but…
Who Remembers the 1960’s Batman? Bam! Pow! Bang! Ouch! – Stocks get Clobbered -Try the Mussels.
August 16, 2023
Things you need to know. - Bam, Pow, Bang, Ouch – Reminds me of Batman & Robin - Neely Kashkari…
Good Morning – Stocks bounce- but don’t be fooled. The Pilot has turned on the Fasten Seat Belt Sign – Try the Veal.
August 15, 2023
Things you need to know. - Stocks bounce - don’t be fooled. - Negative Headlines everywhere…China, Russia, Argentina, UK, US…
PPI is Hotter, Higher Oil Prices not even Considered – Try the Sea Scallops
August 14, 2023
Things you need to know. - PPI hotter than expected and that sent bond yields up. - Can producers continue…
Some Betting the FED is Done, They Would be Wrong – Try the Penne Rigate, Zucchini & Guanciale.
August 11, 2023
Things you need to know. - The CPI report does NOT change the narrative. - Stocks rallied hard then FADE…
Disinflation in China? (If you believe it), DIS Raises Prices, and CPI out at 8:30 – Try the Stuffed Chicken Cutlets.
August 10, 2023
Things you need to know. What is going on in China? Do we believe any of it? Oil surges…. but…
Moody’s jumps In and Downgrades banks, IFF Plays ‘I’ve Got a Secret’ and angers investors -Try the Vegetable Paella.
August 9, 2023
Things you need to know. - The Churn continues – Up on Monday/Down on Tuesday…. - Moody’s downgrades the smaller…
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Morning Thoughts