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Category:
Morning Thoughts
What did Jimmy Say? Rates to Rise in 2022? – Try the Pan Seared Scallops
June 21, 2021
Things you need to know. Jimmy, Jimmy, Jimmy…. VIX up, Yields Down, Dollar Up, Commodities Down More FED speak today….will…
Markets Reconsider Risk Allocation – Try the Linguine and Clams
June 18, 2021
Things you need to know. Rotation takes money out of the recovery trade and puts it back to work in…
The Fed Comes Clean; Inflation is Real (but temporary!) – Try the Mahogany Chicken
June 17, 2021
Things you need to know. Hello?? Fed wakes up! Raises Inflation expectations from 2.4% to 3.4% Talking about Talking about…
The Clock Ticks & Investors Await – Try the Spaghetti Ubriachi
June 16, 2021
Things you need to know. Countdown to 2 pm…. tick, tock, tick, tock Global markets in a holding pattern Oil…
Stocks Remain Mixed as The Clock Ticks on the FED – Try the Pappardelle
June 15, 2021
Things you need to know. Stocks remain mixed as we wait for the FED – What will Jay say? Oil…
CPI is HOT – blame it on Used Cars! – Try the Pasta Fagioli
June 11, 2021
Things you need to know. CPI cracks 5% - but it is all smoke and mirrors – no worries…
Let the Countdown Begin – Expectations are HOT – Try the Angry Lobster
June 10, 2021
Things you need to know. T-2 hrs until the CPI report – anxiety if running hot Futures doing nothing, Treasuries…
El Salvador is the New Financial Capital?? Oil Explodes Thru $70 – Try the Swordfish Siciliana
June 9, 2021
Things you need to know. Stocks stuck in a holding pattern MEME stocks have new members OIL – explodes up…
Churn, Churn, Churn….Patience is a Virtue – Try the Stuffed Eggplant
June 8, 2021
Things you need to know. Stocks churn as investors digest G7 Tax Proposals, Yellen’s rate/inflation comments and ongoing supply chain…
Miami Hosts Bitcoin Groupies; El Salavador Joins the Party; GS a bit Negative – Try the T-Bone
June 7, 2021
Things you need to know. It’a Bitcoin Palooza in Miami & El Salvador Janet Yellen pushes for $4 Trillion spending…
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Morning Thoughts