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Category:
Morning Thoughts
Federal Reserve Faces Internal Tensions as Retail Sales Surge, Crypto Scores Major Stablecoin Win, and Markets Rally Amid Mixed Earnings – Try the Linguine
July 18, 2025
Things you need to know. JJ is safe for now, but there is turmoil within the walls of the FED.…
PPI Beats Expectations, Powell’s Fate Sparks Noise, OPEC+ Pumps More Oil, and Markets Shrug Off Tariff Fears – Try the Pork Loin
July 17, 2025
Things you need to know. PPI is better than expected. Tariff ‘inflation’ is a non-event. Will JJ stay or will…
Trump’s Tariff Threats, Bitcoin Surges, Stocks and Bonds Slide as Gold and Oil Climb – Try the New England Clam Chow-Dah!
July 14, 2025
Things you need to know. Stocks and Bonds Stuggle. Trump turns up the heat on Tariffs leaving GS surprised! Both…
Stocks Hit Record Highs, Delta’s Upbeat Forecast Lifts Airlines, Bond Auction Signals Strong Demand, and Markets Shrug Off Tariff Noise – Try the Spaghetti
July 11, 2025
Things you need to know. Stocks hit new highs. Bond auction finds plenty of demand. DAL surprised to upside –…
NVDA Hits Historic $4 Trillion Mark as Stocks, Bonds, and Gold Rally Amid Tariff Confusion and FOMC Stalemate – Try the Pasta
July 10, 2025
Things you need to know. NVDA is now a $4 trillion company! Stocks rallied, bonds rallied, oil rallied and gold…
Summer Doldrums, Markets Stay Flat Amid Trump Tariff Talks and Bond Auctions – Try the Italian Style Pork Chops
July 9, 2025
Things you need to know. It is the summer doldrums…..markets were quiet. Trump teases new tariffs on copper and pharma.…
Market Slides on Exhaustion as Tariff Talks and Earnings Uncertainty Loom – Try the Pasta Primavera
July 8, 2025
Things you need to know. Market express exhaustion, stocks decline. Tariffs and TSLA weakness being blamed Oil up, Gold down,…
Stocks Surge in Holiday-Shortened Week, The BBB is now law, NFP is Strong, but Tariff Tensions and Overbought Signals Loom – Try the Chilean Sea Bass
July 7, 2025
Things you need to know. The BBB is now signed, sealed and delivered. The BRICS meet and Trump warns of…
Tech Dips, Transports Soar: JOLTS Surge and Senate’s Big Beautiful Bill Passes – Try the Tomato & Watermelon Salad
July 2, 2025
Things you need to know. OMG – tech started the month in decline! Transport, Small and Mids were the beneficiaries.…
Stocks Soar to Record Highs as Trade Fears Fade, Inflation Cools, and Donny Pressures JJ for Rate Cuts – Try the Country-Style French Chicken
July 1, 2025
Things you need to know. Stocks end the quarter at new all-time highs! We traded in 14 centuries over the…
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Morning Thoughts