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Category:
Morning Thoughts
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…
Stocks Struggle then Fail, NFP had Something for Everyone/Try the Rib-Eye w/Maple Syrup/Bourbon Marinade.
August 7, 2023
Things you need to know. - NFP report has something for everyone! Smaller job creation, but upward pressure on wages…
AMZN Crushes and AAPL Disappoints (not really – let’s not be dramatic) NFP Today – Try the Pork Chop Arrabiata.
August 4, 2023
Things you need to know. - I’m back from a short vacation – What happened? - Strong eco data, a…
BoJ Surprises Mkts – Stocks Sell Off – Is it just a Flash in the Pan? – Try the Steamed Lobster.
July 28, 2023
Things you need to know. - The Bull run comes to an end…. As if that means anything at all.…
OK, OK…Can we move away from the FED for now? META Wows! Try the Perciatelli with Lemon/Butter & Sesame Seeds
July 27, 2023
Things you need to know. - Ok, so now we know…. the door is OPEN, rates will rise (again) - …
MSFT and GOOG BEAT – They Sell one and Buy the other….FED Day – 2 pm Announcement/Try the Roasted Chicken Parts
July 26, 2023
Things you need to know. - Earnings continue to impress – Stocks advance. - MSFT and GOOG both beat –…
FED Countdown Begins, Earnings Continue to BEAT (Yawn) -Try the Linguine & Clams (new version)
July 25, 2023
Things you need to know. - FED kicks off the July meeting – Investors speculate. - Big Earnings day and…
Big Week For Central Banks & Earnings./Try the Mussels Bruschetta.
July 24, 2023
Things you need to know. - Stocks Churned ahead of the FED meeting and big earnings week. - Money moves…
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Morning Thoughts