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Category:
Morning Thoughts
The FED Pauses (Yawn), but Remains Hawkish, Risk Off, Yields UP- Try the Greek Filet of Sole.
September 21, 2023
Things you need to know. - The FED Paused – you would have to be living in a cave to…
Get Ready for 2 pm…..It Hinges on What JJ Says vs. What he Does – Try the Eggplant Caponata.
September 20, 2023
Things you need to know. - It’s all about JJ – What he says is more important than what he…
Stocks Churn, Oil Surges, UAW Still Out and CART goes Public – Try the Escarole and Beans.
September 19, 2023
Things you need to know. - Stocks churn ahead of the FOMC meeting. - ARM continues to pullback after the…
PPI Hot, FED says ‘it’s transitory’, ARM is hot and the UAW walkout/Try the Ropa Vieja
September 15, 2023
- PPI is hotter too, but don’t worry – the FED has it under control. - Retail Sales surge –…
CPI? (Yawn!) FED Steady (Yawn), More Eco data likely to do Nothing to Psyche – Try the Tomato Salad Fritters.
September 14, 2023
Things you need to know. CPI was a bit hotter, but investors appear to be OK. PPI and Retail Sales…
Tech Continues to Struggle, Apple Introduces New iPhones, Oil Kisses $90 – Try Guiseppina’s Apple Cake.
September 13, 2023
Things you need to know. - Apple Wanderlust! New phones, watches, operating systems, cameras (and spy equipment?) - Tech continues…
Is the FED sending ‘Smoke Signals’? AAPL on Center Stage, UAW Ready to Strike? – Try the Spinach/Edamame Pesto
September 12, 2023
Things you need to know. - Stocks churn and end the day higher – Futures this morning suggest a churn…
Futures are UP, Key DATA this week – Try the Chicken, Sausage and Vinegar Peppers w/Artichokes
September 11, 2023
Things you need to know. - Futures are up, European stocks higher as well – all ahead of key data…
‘Made in China’ – ‘Destroyed in China’ AAPL loses $190 Bil of Value – Try the Bucatini w/Peas & Leeks
September 8, 2023
Things you need to know. China turns up the heat, banning iPhones in more workplaces. Investors continue to hit the…
Xi Xi Bans the iPhone! (NOT completely), Stock Gets Whacked, Eco data suggests Inflation – Try the Swordfish
September 7, 2023
Things you need to know. Eco data suggests that prices are rising – stocks are falling. Xi Xi bans’ iPhones…
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Morning Thoughts