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Category:
Morning Thoughts
Retail sector was HOT, HOT, HOT…FED Mins Due – Try the Roasted Tomato Risotto
August 17, 2022
Things you need to know WMT & HD beat, investors go crazy for retail Oil and gold churn, Treasury yields…
Retailers UNITE! Housing Under Pressure, Stocks Up – Try the Benevento Pork Chop
August 16, 2022
Things you need to know Stocks notch another good day, this morning they are churning Oil and gold lower, Treasury…
Big Retail Week, FOMC Mins Due on Wednesday – Try the Mahi Mahi
August 15, 2022
Things you need to know Investors embrace the ‘no recession’ story and take stocks higher Treasuries remain inverted pointing to…
PPI Declines, Walgreen’s Offer’s big Sign-On Bonus – Try the Maple/Bourbon Rib-Eye
August 12, 2022
Things you need to know PPI weaker than expected – Is Inflation dead? Not so fast San Fran Mary Daly…
CPI Cools, Joey says we have 0 Inflation – Try the Stuffed Chicken Breasts
August 11, 2022
Things you need to know CPI cools – Joey tells us that we have 0 inflation Stocks smash thru the…
MU Joins In…Warns of Slowing Demand – Try the Green Pea Pesto
August 10, 2022
Things you need to know MU joins the semi crowd warning of slowing demand CPI is due out at 8:30…
NVDA Pre-Announces (Never Good), Investors Await Eco Data – Try the Lobster/Corn Chowder
August 9, 2022
Things you need to know Stocks churn ahead of the eco data NVDA Pre-announces (never good) stock drop more than…
NFP Smashed the Estimate, FED Puts 75 bps Back on the Table – Try the Chicken Thighs w/Pancetta
August 8, 2022
Things you need to know NFP report surprised everyone! 75 bps hike is BACK on the table for September Oil…
BoE Hikes and Warns, Fed’s Mester Suggests 4+% by Yr End – Try the Perciatelli
August 5, 2022
Things you need to know Bank of England hikes rates by 50 bps and warns of tougher times ahead Fed’s…
More Conflicting Messages out of the FED, What’s Next in Taiwan? – Try the Pork Capriciosso
August 3, 2022
Things you need to know JOLTS reports show a decline, HOOD slashes its work force Uber is laughing all the…
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Morning Thoughts