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Category:
Morning Thoughts
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…
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…
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Morning Thoughts