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Category:
Morning Thoughts
Stocks Stuggle for Direction…Central Banks Hint at MORE Hikes – Try the Short Rib Ragu over Pappardelle
April 20, 2023
Things you need to know. - Stocks struggle looking for direction. - We are now getting into the heart of…
Markets Appear to be Tiring, Hints of Ongoing Hikes a Real Risk – Try the Steak Florentine
April 19, 2023
Things you need to know. - Housing Starts better but Building Permits worse. - We have a 71% beat rate…
Charlie Nails It, STT Missed the Memo, Lots of FED Speak – Try the Veal Scallopini
April 18, 2023
Things you need to know. - It’s TAX collection day…. just in case you are unaware – you have until…
Banking Crisis? Don’t be Ridiculous! Try the Shrimp Francese
April 17, 2023
Things you need to know. - The big money center banks did not disappoint – Super Regionals are next and…
PPI Crushed it, Stocks Surge, FED on Hold? Today it’s about the Banks. – Try the Lemon Chicken
April 14, 2023
Things you need to know. - PPI collapses – and stocks surge! - Fed is now almost guaranteed to stop…
CPI No Surprises, FED Calls for Mild Recession, Stocks do a 180/Try the Rigatoni w/Sweet Sausage and Tomato Cream
April 13, 2023
Things you need to know. - CPI pleases everyone. - FED Mins are suggesting a ‘mild recession’. Is that like…
And we wait…..tick, tock, tick, tock…Try the Italian Style Sweet and Sour Chicken
April 12, 2023
Things you need to know. - Stocks churn as investors await today’s CPI report. - Bonds yields move up…
Stocks Advance as Investors Brace for the Latest Inflation Data/Try the Shrimp Scampi
April 11, 2023
Things you need to know. - Stocks advance as investors bet the hiking cycle is about over - NFP does…
Anyone say STAGFLATION? Throwback to the last Century! – Try the Lasagna
April 6, 2023
Things you need to know. - Markets churn as we approach the long holiday weekend - No eco data today,…
It’s called Profit Taking Ahead of a long weekend – Try the Grilled Rib-Eye Arrabiata
April 5, 2023
Things you need to know. - Stocks retreat a bit – no surprise – it’s called short term profit taking.…
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Morning Thoughts