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Morning Thoughts
Mea Culpa’s? Oh Boy…Maybe Waller is Right! -Try the Pasta Fresca
June 1, 2022
Things you need to know Waller comments cause angst and multiple mea culpa’s Joey has lunch with JJ and commits…
Fed Gov Waller Throws Gas on the Fire – Try the Soft Shell Crabs
May 31, 2022
Things you need to know Another Bear Market Rally takes stocks higher Fed Governor Waller throws gas on the fire…
Is Sentiment Changing?? Oil Heads Towards $120/Try the Apple Pie and Ice Cream
May 27, 2022
Things you need to know Stocks march higher – 5 days in a row! Oil pierces resistance and heads towards…
High End Retailers – Tale of Two Cities – Try the Sausage Peppers, Onions and Mushrooms
May 26, 2022
Things you need to know The FED does not surprise but plays both sides of the fence. Algo’s loved what…
Eco Data Starting Show Cracks – Try the Ratatouille
May 25, 2022
Things you need to know Nasdaq continues to get slammed as investors reprice the risk Eco data is starting to…
The Rally Fizzles, SNAP Snapped – Try the Simple Baby Back Ribs
May 24, 2022
Things you need to know The rally does not have legs – stocks under pressure Eco data today details the…
Stocks are UP (again), Joey Creates a Firestorm in China – Try the Short Rib Burgers
May 23, 2022
Things you need to know We kissed the bear and ran away Joey ignites a firestorm around China/Taiwan and then…
It’s Friday and Stocks are in RALLY Mode – Try the Chicken Thighs w/Pancetta
May 20, 2022
Things you need to know Stocks around the globe are in rally mode after a tough week Treasury yields are…
Now They Are Hitting The Stalwarts – Getting Closer to the End – Try the Mac & Cheese
May 19, 2022
Things you need to know Dow Slides More than 1100 Points in Worst Day Since 2020 = wsj Stock…
No Follow Thru on Monday – But it’s Turnaround Tuesday – Try the Scampi
May 17, 2022
Things you need to know I will be in NYC this week attending the Headstrong Project 10th annual benefit gala…
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Morning Thoughts