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Category:
Morning Thoughts
The King and The Dictator Make Good on Their Threat to Cut Supply – Oil Surges! Stocks Decline -Try the Garganelli
September 6, 2023
Things you need to know. - Oil surges – The Saudi’s make good on their threat of supply cuts. - …
Summer is Over – Start to Focus (again)/Europe in Stagflation? Try the Tomato Soup Surprise
September 5, 2023
Things you need to know. Summer is over – let the games begin. Asian, European and US markets is all…
Do you Remember – September? Futs up ahead of the NFP Report – Try the Chicken Pot Pie.
September 1, 2023
Things you need to know. - August ends mixed – Will September be a boom or a bust? - Today…
Bad News IS Good News for The FED! Investors Continue to Take Stocks Higher -Try the Chicken Provencial.
August 31, 2023
Things you need to know. - Stocks rallied on some month end window dressing. - Eco data begins to show…
Hurricane Idalia Gets Ready to Hit, Stocks higher on Month End Window Dressing – Try the Dark and Stormy
August 29, 2023
Things you need to know. - Stocks rally on some month end window dressing and the belief that JJ is…
NVDA Fails to Ignite a Rally, JJ takes Center Stage at 10 am – Try the Baby Back Ribs.
August 25, 2023
Things you need to know. - So, NVDA did not end up igniting a fire, but maybe did create a…
NVDA Smashes IT (again), Now it’s Jackson Hole – Try the Champagne Chicken Cutlets.
August 24, 2023
Things you need to know. - Stocks rose as we awaited the NVDA results – Investors remained on edge. - …
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…
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Morning Thoughts