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Category:
Morning Thoughts
Investors Wait….Lack of Clarity accentuates the Path of Least Resistance – Try the Stuffed Pork Roast
May 10, 2023
Things you need to know. - CPI due out at 8:30 - Debt Ceiling drama continues…Neither side gives 1 inch.…
Mkts Await Data, Debt Discussions Take Center Stage – Try the Chicken Scarapiello
May 9, 2023
Things you need to know. - Markets await this week’s inflation data. - The debt ceiling negotiations kick off…
Stocks Retreat, Apple Reports Revs of $94.8 Bil, NFP out at 8:30-Try the Grilled Shrimp over Feta Orzo
May 5, 2023
Things you need to know. - Stocks continue to retreat as investors reconsider the ‘bank issues. - Apple reports a…
Expect a Hike, Brace for the Guidance, Tech and Gold Expect a Pause – Try the Sole Meuniere
May 3, 2023
Things you need to know. - It is FED Day – investors expect a hike but brace for the guidance.…
Jamie ‘Wins’ – and JPM Gets Even Bigger, Janet Warns of Another Crisis – Try the Cavatappi
May 2, 2023
Things you need to know. - It was all about Jamie and his takeover of FRC. - Janet Yellen warns…
Stocks Continue to Push Higher…But are they Tired Yet? Try the Orrechiette & Baby Clams in a Champagne Sauce
May 1, 2023
Things you need to know. *I am travelling in Europe – spotty internet access…This morning I come to you from…
AMZN BEATS but WARNS of the Cloud – XOM, CVX Due Today – Try the Eggs in Purgatory
April 28, 2023
Things you need to know. **I will be travelling next week in Europe – speaking at the Forbes Investor Summit…
Tech Fails to Support the Broader Mkt…Try the Spaghetti w/Asparagus and Pancetta
April 27, 2023
Things you need to know. - Tech fails to rally the broader market – but it did provide excitement. - …
Stocks Finally React and they get Whacked, GOOG Beats (Pichai Payday was the Clue) – Try the Seared Scallops
April 26, 2023
Things you need to know. - Companies report beats on EPS but offer tepid forward guidance. - GOOG beats and…
Some Big Tech’s Report This Week, FED in Lockdown Mode, Big Negative Bets in the 10 yr. Try the Shells w/Sausage and Peas
April 24, 2023
Things you need to know. - Stocks remain rangebound. - Big earnings week – Big Tech in focus - Traders…
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Morning Thoughts