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Morning Thoughts
What Happened?? Investors did What? – Try the Summer Peach and Tomato Salad
June 28, 2023
Things you need to know. - Macro data very strong, Investors celebrate – Good News is Good News! - New…
Markets Surprisingly Quiet! But $ Continues to be Reallocated. – Try the Summer Orzo Salad
June 27, 2023
Need to know. - Markets churn – they did not react to the drama in Moscow. - Tech continues to…
End of Qtr and Another Crisis in Russia – What’s Next? Try the Spaghetti w/Bell Peppers & Pancetta
June 26, 2023
Things you need to know. It’s the end of quarter week – and there are lots of macro data points…
JJ Keeps the Heat On, BoE Surprises with a 50 bps hike/Try the Sweet/Sour Chicken – Italian Style
June 23, 2023
Things you need to know. - JJ keeps the heat on - promises to continue to raise rates - BoE…
JJ Takes on Capitol Hill; Investors Await – Try the Puttanesca
June 21, 2023
Things you need to know. - Stocks are teetering on the edge – not sure whether to go up or…
Has The Pullback Begun? End of Qtr Window Dressing, JJ on the Hill – Try the Greek Style Shrimp
June 20, 2023
Things you need to know. - Are stocks ready to pull back? - Lots of FED speak this week –…
Mamma Mia! Do Trees Just Grow to the Sky? Stocks Advance -Try the Sicilian Linguine and Clams
June 16, 2023
Things you need to know. Mamma Mia! When will it stop??? Will it stop? What drove this change in tone…
Fed SKIPS but Remains HAWKISH – Try the Pork Cutlet Milanese
June 15, 2023
Things you need to know. - PPI weaker, FED skips – but remains hawkish… - Stocks confused – ending the…
CPI was Dressed to Impress, will PPI do the Same? Can JJ Sound Neutral? – Try the Chicken in a Lemon/Walnut sauce
June 14, 2023
Things you need to know. - CPI impresses – will PPI do the same? - Can JJ sound neutral at…
It’s FOMO vs. FOBI! – Try the Roasted Sea Bass
June 13, 2023
Things you need to know. - It’s FOMO vs. FOBI - CPI due out in hours – Investors handicap the…
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Morning Thoughts