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Category:
Morning Thoughts
Apple Causes the Mkt to Reverse? Hardly! Try the Linguine and Clams
July 19, 2022
Things you need to know Stocks tried to advance – and then failed The failure being credited to caution at…
Stocks Rally – GS says ‘Don’t Worry about a 100 bps Hike – Not Happening/Try the Chicken Scarapiello
July 18, 2022
Things you need to know – Stocks Rally – GS says the FED is only going to hike by 75…
PPI is HOT, Capacity Utilization is HOT too – Try the Hamburger Helper! (think cost efficient)
July 15, 2022
Things you need to know PPI supports what the CPI told us – inflation is NOT going away JPM and…
CPI Boils Over, PPI Next? Rates to Rise by 100 BPS – Try the Potato & Eggs (it’s affordable)
July 14, 2022
Things you need to know CPI boils over, what will PPI do? The FED is NOW expected to go 100…
Earnings and CPI Angst Hit Stocks – Try the Grilled Pork Chops w/Sweet Vinegar Peppers
July 12, 2022
Things you need to know Stocks remain weak ahead of tomorrow’s inflation print Dollar keeps kissing new highs pushing commodities…
It’s a BIG weeks for DATA & Earnings – Try the Porcini Rub
July 11, 2022
Things you need to know It is a big week – CPI, PPI & Earnings Watch what the FED Heads…
NFP Today but CPI and PPI Next Week – Try the Linguine w/Arugula Pesto
July 8, 2022
Things you need to know Stocks rise as investors bet the FED will blink Fed’s Waller and Bullard say –…
The FED Clears it all UP – Try the Roasted Sea Bass
July 7, 2022
Things you need to know The FED makes it clear (I think…) 2% inflation is the target – Yeah…good luck…
Where Do I Begin to Tell the Story….. – Try the Veal Scallopine
July 6, 2022
Things you need to know Chaos in the oil markets Dollar surges to 2 yr high, commodities come under pressure…
We are now in the Dog Days of Summer, Sit Tight – Try the Grilled Sweet Sausage, Peppers and Onions.
July 5, 2022
Things you need to know The US is in a recession – or at least the Atlanta Fed thinks we…
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Morning Thoughts