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Category:
Morning Thoughts
Janet Tells us to Prepare for ‘Longer Term Inflation’ – Try the Chicken Parmegiana
June 8, 2022
Things you need to know Retailers are warning AGAIN Janet tells Capitol Hill to expect inflation to hang around for…
Mkts Churn, Treasury Yields Up, Oil and Gas are UP – Try the Classic Meat Sauce
June 7, 2022
Things you need to know Markets churn ahead of Friday’s CPI report 10 Yr Treasury yields top 3.04% UK PM…
NFP Remains Strong, Brainard Supports More Rate Increases – Try the T-Bone (Trentino Style)
June 6, 2022
Things you need to know NFP continues to suggest a strong labor market Stocks closed lower as another FED head…
Is the Hurricane Happening at JPM? – Try the Baked Chicken Thighs
June 2, 2022
Things you need to know Jamie Dimon tells us to ‘brace ourselves for the coming hurricane’ while Marko Kolanoic says…
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…
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Morning Thoughts