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Category:
Morning Thoughts
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…
Uh oh? What Happened to Tech? Bond Yields Surge to 1.7%? – Try the Grilled Pork Chops w/Sweet Vinegar Peppers
January 5, 2022
Things you need to know Treasury yields surge to 1.7%, Tech stocks come under pressure Big Cap value in energy,…
Hello 2022!!! Investors Continue to Celebrate, Stocks Advance – Try the Pot Roast
January 4, 2022
Things you need to know Santa is still hanging around – Investors remain optimistic Apple became a $3 trillion company…
Happy New Year! Stocks are Higher! And We’re off.. – Try the Bolognese
January 3, 2022
Things you need to know It’s a new year…the slate gets wiped clean Lots to consider in the new year…
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Morning Thoughts