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Category:
Morning Thoughts
It’s a Tangled Web We Weave! – Try the Grilled Jack Thighs
August 2, 2022
Things you need to know It’s a tangled web we weave Stocks churned as it digested the recent move higher…
It’s August 1st….Mkts Digesting July’s Surge – Try the Pesto Pomidori
August 1, 2022
Things you need to know Stocks end July on an UPTICK Neely Khashkari is the new voice of the FED…
Stocks Up, AMZN & APPL are flying Higher – Try the Apple Pie!
July 29, 2022
Things you need to know Stocks march higher….GDP is negative but no recession in sight Yields are still inverted –…
JJ Raises by 75 BPS and Promises More to Come – Try Camille’s Summer Prelude
July 28, 2022
Things you need to know Jay Raises Rates by 75 bps, promises more and then less Says we are not…
Job Losses, Mixed Guidance and the FED All Weigh on Stocks – Try the Summer Salad
July 27, 2022
Things you need to know The mixed results continue to roll in MSFT and GOOG miss – they had no…
Rush to Re-Define! WMT Makes It Real – Try the Rib-eye Pizzaiola
July 26, 2022
Things you need to know * The Rush to Re-define what a Recession is…. * WMT pre-announces – and it…
Get Ready – It’s a BIG week – Try the Grilled Pizza
July 25, 2022
Things you need to know It’s a big week – Earnings, macro data points and the FED Treasuries remain inverted,…
ECB Goes Big, SNAP, SNAPPED, Are AT&T Customers Saying Something? – Try the Rib-Eye
July 22, 2022
Things you need to know ECB raised by 50 bps and introduces a new initiative Draghi resigns – Italy to…
Vlad Turns On the Nat Gas, Europe Exhales – Try the Mussels Posilipo
July 21, 2022
Things you need to know Vlad turns on the pipeline allowing Europe to catch their breath – but for how…
The Sun is out and Stocks Sizzle, Europe Waits for Nat Gas – Try the Mostacioli
July 20, 2022
Things you need to know It is HOT out there and stocks sizzle Demand for energy surges around the globe…
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Morning Thoughts