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Morning Thoughts
Energy and Banks Surge…Tech gets Punched in the Face – Try the Grilled Pork Chops
March 28, 2023
Things you need to know. - Energy and Banks steal the show as investors take both groups higher. - Bonds…
First Citizens Bank Scoops UP SVB for a BIG discount – FRC quoted UP 25% – Try the Spaghetti Al’ Tonno
March 27, 2023
Things you need to know. - DB is not the disaster that they made it out to be - …
The Banking Narrative Remains Confusing & Now DB is Under Fire! Try the Pan Seared Sea Bass
March 24, 2023
Drama on Capitol Hill - **TikTok CEO Shou Zi Chew tries to assure US lawmakers that China does not have…
What did you see – Sun or Clouds? Algo’s throw a tantrum – Stocks fall – Try the Chicken Parmegiana
March 23, 2023
Things you need to know – - JJ hikes and leaves the door open to a pause IF the…
Janet say’s “It’s all Good!” & Stocks Rally – Try the Pasta & Cecce
March 22, 2023
Things you need to know – - Janet Yellen tells everyone to ‘calm down – everything is good.’ - And…
EU & UK Regulators Try to Set the Record Straight, Mkts on FED Watch – Try the Pot Roast
March 21, 2023
Things you need to know – - EU and UK regulators make clear that Shareholders are the first to lose…
ShotGun Wedding In Switzerland, Banking Sector Under Pressure – Try the Shrimp Francese
March 20, 2023
Things you need to know – The Swiss Gov’t pulls off an emergency ‘shotgun wedding’ convincing UBS to take Credit…
Risk On? Banking Strong? Tiger Global Marks Down Portfolio – Try the Corned Beef & Cabbage
March 17, 2023
Things you need to know – The ECB raises rates by 50 bps. The Swiss National Bank swoops in and…
Credit Suisse Gets SAVED! Are you REALLY surprised? – Try the Cauliflower Risotto w/Truffle Butter
March 16, 2023
Things you need to know – - Swiss National Bank to the rescue…Credit Suisse is SAVED! - European markets are…
Banks Getting WHACKED Again! Markets Fall – Try the Pork Chop Benevento Style
March 15, 2023
Things you need to know – - Stocks Rallied yesterday and are getting whacked today. - Credit Suisse igniting the…
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Morning Thoughts