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Category:
Morning Thoughts
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…
Is the Bottom in? Probably Not – Try the Puttanesca -not PUTIN-nesca!
May 16, 2022
Things you need to know Stocks rose, JJ confirms what we all knew A relief rally could go on for…
JJ Finally Admits What we all KNEW! – Try the Bran Muffins (to help regulate)
May 13, 2022
Things you need to know PPI suggests that inflation is persistent vs. peaking – mimicking the CPI JJ confesses that…
CPI is NOT Peaking, It is Persistent – Try the Pasta, Butter, Eggs and Cheese
May 12, 2022
Things you need to know CPI suggests that inflation is persistent vs. peaking PPI due out at 8:30 am –…
Peaking is NOT Rolling Over and Dying – Try the Pork Loin
May 11, 2022
Things you need to know Stocks march in place waiting for today’s CPI – Peaking is not rolling over Joey…
Hard Landing vs. Soft Landing – Where do you stand? – Try the Fettuccine
May 10, 2022
Things you need to know Stocks got smushed yesterday but look to rally today Oil continues to come under pressure…
And the Hits Keep Coming, Is this Capitulation? – Try the Angry Lobster
May 9, 2022
Things you need to know And the hits keep coming The S&P breaches 4,062 – putting 3800- in the line…
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Morning Thoughts