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Category:
Morning Thoughts
German goes Center Left, Bitcoin & Ethereum are UP and DC Battles Over Stimulus and the Debt Ceiling/Try the Tuscan Soup
September 27, 2021
Things you need to know – It’s a big week in DC…Will the Dems force $3.5 trillion down our throats?…
Jay Powell sends Investors into A Buying Frenzy/Try the Pan Roasted Chicken in a Dijon – White Wine Sauce
September 24, 2021
Things you need to know Global markets digesting yesterday’s surge higher – no surprise China now has two issues –…
FED Keeps Feeding the Beast; Beijing Warns of a Possible Storm – Try the Pasta Nonna
September 23, 2021
Things you need to know * Jay is both Hawkish and Dovish – figure that one out! * Markets focus…
PBoC Injects $14 billion into Economy, FED Due to Reveal the Dot Plot – I’m having a Martini!
September 22, 2021
Things you need to know Evergrande is set to make at least one of their payments tomorrow – PboC injects…
Evergrande was Just a Flash in the Pan; All Eyes Now on the FED – Try the Italian Wedding Soup
September 21, 2021
Things you need to know Was the Evergrande crisis a moment in time? Stocks around the world are in RALLY…
Global Markets Under Pressure – Evergrande on the Edge as we Wait for the FE – Try the Linguine Puttanesca
September 20, 2021
Things you need to know Evergrande causing global angst – Markets around the globe getting slammed. Is this another ‘Lehman…
The Consumer is Alive and Well – Try the Green Tomato Bruschetta
September 17, 2021
Things you need to know Eco data is strong – the consumer is fine Philly Fed Survey is strong, manufacturing…
Stocks March Up and then Down as We Await the FED – Try the Grilled Halibut
September 16, 2021
Things you need to know The churn continues – stocks edge higher as the VIX retreats Oil now trading at…
CPI is ‘Cooler”, Investors Fearing an Economic Slowdown, Stocks Get Hit – Try the Egg Fettuccine w/Lemon Cream
September 15, 2021
Things you need to know CPI is ‘cool’ or just not as ‘hot’ as expected This gives the FED more…
Markets Churning in Line as We Wait for the CPI Report – Try the Clams al’ Fuoco
September 14, 2021
On Saturday I sent you a 911 video on behalf the Headstrong Organization. I detailed the work we are doing to…
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Morning Thoughts