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Category:
Morning Thoughts
Wait! Stocks Rallied? Bonds Rallied? What Happened? – Try the Angry Lobster.
October 5, 2023
Things you need to know. - Relief rally – don’t go out dancing just yet. - More FED speak –…
CHAOS!…… – Try the Spaghetti Fini with Leeks and Pancetta.
October 4, 2023
Things you need to know. - Chaos erupts on Wall Street – Stocks plummet. - Chaos erupts on Capitol Hill…
10 Yr Treasury up 10 BPS (in one day), Utilities & Energy Get Smacked – Try the Spaghetti con Melanzane Fritte.
October 3, 2023
Things you need to know. - Bond yields continue to surge; Utilities and Energy get Crushed. - FED Heads create…
Oh Boy – Crisis Averted on Capitol Hill, all While Stocks end the Qtr Lower – Try the Shrimp Cardinale.
October 2, 2023
Things you need to know. - September does not disappoint…. Markets end lower. - DC averts a crisis! But is…
Barkin Says ‘Not so Fast’, Goolsbee Supports, Stocks Rally! – The the Sherry Braised Chicken.
September 29, 2023
Things you need to know. - FED speak Confusion – Again causing traders to go RISK ON - Bond rally…
Algo’s Push Stocks to a Key Technical Level, Key Inflation Data Pt Tomorrow – Try the Ratatouille.
September 28, 2023
Things you need to know. - The algo’s push stocks to test a technical level – buyers defended the position.…
Are We Entering the Danger Zone, or Did we Already do That? – Try the Grilled Pork Chops.
September 27, 2023
Things you need to know. - Stocks struggle under the weight the ‘data.’ - Investors reprice RISK…. But is it…
Bonds Yields Mimic the Energizer Bunny – They Just Don’t Quit/Try the Pumpkin/Butternut Squash Risotto.
September 26, 2023
Things you need to know. - Bond yields keep climbing….and if Jamie Dimon is correct – they will go higher…
Investors Remain Skittish – How High Will Yields Go? Chaos on Capitol Hill/Try the Thin Spaghetti w/Ricotta & Spinach
September 25, 2023
Things you need to know. - We are entering the final week of the quarter – expect lots of churn.…
Risk Off is Alive and Well, 10 Yr Yields Kiss 4.49%/Try the Scampi
September 22, 2023
Things you need to know. - Risk Off is Alive and Well - The 10 Yr. Bond is now yielding…
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Morning Thoughts