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Morning Thoughts
Earnings; Inflation Data Points & Branson Kisses the Edge of Space – Try the Pasta Piselli
July 12, 2021
Things you need to know. Investors remain a bit confused – stocks up then down, then up again…this morning they…
Eliminate the NOISE, Listen to the MUSIC – Try the Soft Shell Crabs
July 9, 2021
Things you need to know. Risk Off and then it is Risk On! Delta Variant – not so fast –…
The FED Hints at a Change; Investors Re-think Valuations – Try the Salmon w/Lemon Dill for Brunch
July 8, 2021
Things you need to know. And the FED take to the stage and hints at a possible change. Markets closed…
China Not Happy with DIDI; FOMC to Reveal at 2 pm – Try the Shrimp Scampi
July 7, 2021
Things you need to know. China comes down hard on DIDI – stock falls 21% - weaker again today. Services…
It’s a Goldilocks Economy, 10 Yr Falls, Stocks Rise, OPEC Fails to Agree on a Deal – Try the Roast Pork Loin w/Peaches and Honey
July 6, 2021
Things you need to know. NFP reports suggests a ‘goldilocks recovery.’ 10 yr. treasuries fall again – giving more fuel…
OPEC Postpones Decision, Oil Surges, Jimmy B is a Comedian & Xi Xi Makes a Veiled Threat – Try the Baked Wings
July 2, 2021
Things you need to know. OPEC has an internal fight, oil surges Xi Xi – turns up the temperature on…
Energy ends the 1st half up 42%! Value beats Growth – Try the Summer Pasta
July 1, 2021
Things you need to know. Value stocks end the quarter on a plus tick, while growth stocks end on a…
Its the End of the Quarter & Half! – Try the Grilled Pork Chops
June 30, 2021
Things you need to know. Conference board suggests Americans are optimistic. Today marks end of month, quarter, and 1st half…
Banks Reward Investors; Ark Files for a New Fund – Try the Chicken Scarapiello
June 29, 2021
Things you need to know. Stocks push higher as any and all concerns abate The big banks reward investors…big divvy…
Biden Backtracks; Earnings only 2 weeks away; OPEC + Meets on Thursday – Try the Cavatappi w/Broccoli
June 28, 2021
Things you need to know. Stock’s churn – S&P makes a new high, Nasdaq under a bit of pressure. Biden…
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Morning Thoughts