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Morning Thoughts
Israel Strikes Iran’s Nuclear Sites, Oil Surges 6%, Global Markets Slide, Defense Stocks Soar – Try the Watermelon, Tomato Salad
June 13, 2025
Things you need to know. Mid-East explodes overnight as Israel ‘eliminates the threat’. Oil surges higher by 6%, Gold up…
Stocks Churn as Trade Talks Teeter, Apple Dips, Tesla Rebounds, and Fed Goes Silent Ahead of CPI and PPI – Try the Italian Style Pork Chops
June 10, 2025
Things you need to know. Stocks churned as we wait for more clarity from Scotty. Timmy fails to excite –…
Markets Surge on Strong NFP, Trump Pushes for 100 bps Rate Cut, CPI/PPI and US-China Trade Talks Loom – Try the Spaghetti Amatriciana
June 9, 2025
Things you need to know. NFP came in better than expected and it was Risk ON. Trump call for JJ…
Lonnie and Donnie’s Billion-Dollar Breakup: Tesla Tanks, Markets Yawn, and Agro-Terrorism Looms as the Real Threat – Try the Summer Zucchini Salad
June 6, 2025
Things you need to know. Lonnie and Donnie are getting divorced – Can’t’ wait for the SNL skit. TSLA loses…
S&P Nears 6000 as Markets Rally, Musk Slams “Pork-Filled” Bill, and Trump Calls Xi a Tough Negotiator – Try the Flank Steak
June 4, 2025
Things you need to know. S&P rallied again and is just 30 points away from kissing 6000. Gold down, dollar…
Stocks Edge Up Amid Mixed Eco Data, Surging Oil and Gold, and Ongoing Trade Tensions – Try the Pasta Semplice
June 3, 2025
Things you need to know. Stocks ended the day slightly higher. Eco data mixes, Gold UP, Bonds Down, Yields Up…
Markets Churn as Summer Slowdown Begins, Mixed Economic Data Signals Caution – Try the Bocconcini di Pollo
June 2, 2025
Things you need to know. Stocks were a bit weaker on Friday and are weaker this morning. JPM calls for…
Stocks Rally Fades as Economic Data and Tariff Uncertainty Temper Early Optimism – Try the Swordfish
May 30, 2025
Things you need to know. Stocks rallied – just not as much as we thought. NVDA pierced the February high…
Nvidia Soars as Jensen Huang Redefines AI Future, While NYC Judges Strike Down Trump Tariffs, Fueling Global Stock Surge – Try the Creamy Garlic Chicken
May 29, 2025
Things you need to know. Jensen Huang did NOT disappoint! 3 Judge Panel (in NYC) strikes down Trumps Tariffs. Stocks…
Stocks Soar as Trump Delays EU Tariffs, Consumer Confidence Surges, and Family Offices Boost Equity Bets – Try the Pesto di Pomodori Secchi
May 28, 2025
Things you need to know. Did you see it??? Stocks surged after Trump delayed tariffs on the EU. Consumer Confidence…
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Morning Thoughts