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Category:
Morning Thoughts
Holy Smokes Batman, Nasdaq in Correction Territory/Try the Linguine Tri-Colore
January 20, 2022
Things you need to know Holy Smokes Batman! Nasdaq now in official correction territory Stocks continue to come under pressure…
“Real Wage Inflation is Everywhere”/Try the Stuffed Chicken Breasts
January 19, 2022
Things you need to know And the theme continues to play out - “There is real wage inflation everywhere in…
There is a Theme Here…Pay Attention/Try the Grilled Veal Chop w/Cherry Tomatoes
January 18, 2022
Things you need to know There is a Theme playing out – Why should I stand in the way? Global…
Investors Run for the Door! Tech Gets Trampled – Try the Linguine w/Artichokes and Pancetta
January 14, 2022
Things you need to know Nasdaq gets clobbered, PPI at 40 yr. highs The FED prepares to ‘shock investors’ Lael…
CPI is HOTTER, What will PPI Be? And Wages are Falling! – Try the Chicken Soup
January 13, 2022
Things you need to know CPI is as HOT as it was in 1980 – yet yields didn’t move??? PPI…
Jay Plays Nice in the Sandbox – Hawk in Dove’s Clothing – Try the Scampi
January 12, 2022
Things you need to know Jay Powell managed to play on both sides of the fence Algo’s and Traders took…
It’s all Very Orchestrated – Don’t Kid Yourself – Try the Breaded Pork Cutlets Bathed in White Wine
January 11, 2022
Things you need to know Let’s be clear – It’s all very orchestrated Stocks plunge and then attempt to rebound…
The FED’s Triple Threat Continues to Rock Mkts – Yields Kiss 1.8% – Try the Sicilian Swordfish
January 10, 2022
Things you need to know The FED Triple Threat continues to hang over markets Jay and Lael to appear on…
Chop, chop, chop – Stocks Look for Stability/Try the Frittata
January 7, 2022
Things you need to know Stocks look for stability, but continue to come under pressure as the new FED reality…
Jay DROPPED the Bomb! – Try the Potato Gnocchi
January 6, 2022
Things you need to know Jay Powell dropped ‘The Bomb on Me’ – Gap Band 1982 Tapering, Rate Increases and…
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Morning Thoughts