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Morning Thoughts
Market Slides on Exhaustion as Tariff Talks and Earnings Uncertainty Loom – Try the Pasta Primavera
July 8, 2025
Things you need to know. Market express exhaustion, stocks decline. Tariffs and TSLA weakness being blamed Oil up, Gold down,…
Stocks Surge in Holiday-Shortened Week, The BBB is now law, NFP is Strong, but Tariff Tensions and Overbought Signals Loom – Try the Chilean Sea Bass
July 7, 2025
Things you need to know. The BBB is now signed, sealed and delivered. The BRICS meet and Trump warns of…
Tech Dips, Transports Soar: JOLTS Surge and Senate’s Big Beautiful Bill Passes – Try the Tomato & Watermelon Salad
July 2, 2025
Things you need to know. OMG – tech started the month in decline! Transport, Small and Mids were the beneficiaries.…
Stocks Soar to Record Highs as Trade Fears Fade, Inflation Cools, and Donny Pressures JJ for Rate Cuts – Try the Country-Style French Chicken
July 1, 2025
Things you need to know. Stocks end the quarter at new all-time highs! We traded in 14 centuries over the…
S&P and Nasdaq Hit 2025 Highs as Consumer Sentiment Rises, but PCE and Fed Caution Signal Cloudy Skies Ahead – Try the Caccio e Pepe
June 30, 2025
Things you need to know. S&P and Nasdaq make a new 2025 high! U of Michigan consumer sentiment rises more…
Bulls Charge On with $10T Market Surge Despite Mixed Economic Signals, S&P Nears Record High – Try the Pasta Fresca
June 27, 2025
Things you need to know. The BULLS continue to take ‘control’. S&P about to make another new 2025 record. Gold…
Trump’s Fed Chair Tease, July Rate Cut Buzz & NYC Mayors Race Stir Markets as BP Takeover Talk Heats Up – Try the Short Rib Burgers
June 26, 2025
Things you need to know. Stocks fizzled and ended mixed. Futures point to an UP day today. JJ continues to…
Stocks Soar as MOP and ‘F’ Bombs Fuel Rally, S&P Breaches 6100; Gold & Oil Dip as Geopolitical Tensions Ease – Try the Bucatini w/White Meatballs
June 25, 2025
Things you need to know. Stocks continued to rally. MOP and ‘F’ Bombs credited for the move. S&P kisses and…
Trump Hailed as Middle East Peacemaker After Iran’s Failed Attack, Stocks Soar, and NATO Summit Looms – Try the Grouper
June 24, 2025
Things you need to know. Iran retaliates and FAILS miserably. Countries across the middle-east praise Trump for ending the threat.…
U.S. Strikes Iran’s Nuclear Sites in ‘Operation Midnight Hammer,’ Strait of Hormuz Remains Open (for now), Markets Brace – Try the Chicken Francaise
June 23, 2025
Things you need to know. The temperature remains high. Iran/Israel trade missiles overnight. Tehran considers closing the Strait – but…
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Morning Thoughts