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Category:
Morning Thoughts
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…
Remember the Loan Loss Reserve Acct! More Banks Report this Week – Try the Bucatini w/Butternut Squash.
October 16, 2023
Things you need to know. - Earnings season kicks off with the banks…. It’s both good AND bad. - This…
CPI? LoL – What did Expect? GOP Puts the House in Disarray, the War Heats UP – Try the French Roasted Chicken.
October 13, 2023
Things you need to know. - CPI comes in HOTTER. - Middle East temperature about to go higher. - 8…
CPI? Hot or Cold? Fed Mins Reveal Split, Investors jump into Safety – Try the Puttanesca.
October 12, 2023
Things you need to know. - CPI is only moments away. - Yesterday’s PPI was HOTTER and STICKIER - FED…
Risk Off – turns to Risk On, Fed Changes Narrative, Mid-East Conflict Enters 5th Day -Try the Chicken Soup.
October 10, 2023
Things you need to know. - Israel takes control of their border. - Risk off – turned to Risk on…
A Strong NFP report sends Stocks UP, now War in the Middle East – Creates a new Level of Anxiety.
October 9, 2023
Things you need to know. - War in the Middle East – Hamas attacks Israel from the North and South…
The Clock Ticks….Mkts Wait… -Try the Halibut.
October 6, 2023
Things you need to know. - Markets await today’s NFP report. - Futures an inch higher in anticipation of a…
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Morning Thoughts