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Category:
Morning Thoughts
Are Stocks Starting to Tire? Countdown to the FED – Try the Sicilian T-Bone
October 25, 2021
Things you need to know Stocks feel a bit tired up here, but earnings can continue to drive investors to…
IBM, INTC, SNAP all Under Pressure / Try the Drunken Spaghetti
October 22, 2021
Things you need to know – S&P makes a new closing high IBM beats but traders punish it – the…
Holy Crypto Batman! Bitcoin Pierces $66,000 – Try the Minestrone
October 21, 2021
Things you need to know Earnings continue to surprise, investors are pleased 10 Yr. treasuries yielding 1.64% - Investors unfazed…
Earnings Drive the Tone, Investors Appear Pleased (for now) – Try the Pan Seared/Oven Roasted Veal Chop
October 19, 2021
Things you need to know Earnings continue to surprise, investors are pleased Oil continues to surge, but $200/barrel – not…
Demand Pull or Cost Push – It can be BOTH… – Try the Russian Potato/Onion Soup
October 18, 2021
Things you need to know Well - the issues are causing global investors to reconsider the outlook. Oil continues to…
Issues? Don’t be Ridiculous….Nothing to See Here – Try the Veal Cacciatore
October 15, 2021
Things you need to know Issues? What issues? Don’t be ridiculous Earnings continue to beat on all lines Everything rallies….…
CPI is HOT, PPI is ? Taper to start in Mid-November? – Try the Classic Bolognese
October 14, 2021
Things you need to know CPI shows inflation running at a 13 yr. high – PPI due out today 10…
BLK & JPM Blow the Roof Off the Place! Need I Say More? – Try the Salmon
October 13, 2021
Things you need to know And we’re off! BLK and JPM report ‘better than expected’ results CPI (Inflation data) due…
Oil Pierces $80, Stocks Retreat. But It Was a Holiday – Try the Acquacotta
October 12, 2021
Things you need to know Strong oil suddenly giving investors pause, stocks retreat Bond market was closed yesterday so let’s…
NFP Does Not Create Much Noise, but OIL Does. Now up 72% Since January – Try the Grilled Chicken w/Arugula, Cherry Tomatoes and Grana Padano
October 11, 2021
Things you need to know NFP report does little to rattle the market Oil continues to rise…today is trading at…
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Morning Thoughts