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Category:
Morning Thoughts
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…
Sexy, NO! Boring YES! Tech gets slapped. Try the Rotini Michael Angelo.
July 21, 2023
Things you need to know. - NFLX and TSLA cause weakness in anything tech - Investors trade ‘sexy’ for ‘boring’…
4 Beats Before 7:30! Let the Good Times Roll – Try the Pan Seared Halibut.
July 18, 2023
Things you need to know. Quiet data day – but stocks continue to advance. This morning we have 4 beats…
The Big Boys Did NOT Disappoint – More Earnings to Come – Try the Rigatoni w/Sweet Sausage in Tomato Cream.
July 17, 2023
Things you need to know. - Stocks taking a breather – closed a bit lower on Friday and are a…
Stocks Cont. to Advance – You Gotta LOVE Jamie Dimon! Try the Linguine & Clams w/Sweet Sausage
July 14, 2023
Things you need to know. - Stocks continue to advance…. Earnings are not a disaster. - JPM, WFC, BLK, UNH…
The Mo-Mo guys continue to push stocks higher, CPI out at 8:30. – Try the Spaghetti al’ Tonno.
July 12, 2023
Things you need to know. - It continues to be RISK ON as the ‘momo’ guys try to force the…
More FED Speak, CPI& PPI Up Next and then Earnings. Try the Grilled Rib-eye w – Arugula and Grana Padano.
July 11, 2023
Things you need to know. - More FED speak – All calling for higher rates. - DXY declines as the…
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Morning Thoughts