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Category:
Morning Thoughts
Investors go ‘Hog Wild’ Sending Stocks Higher – Try the Pork Cutlets wrapped in Prosciutto and Pine Nuts
April 6, 2021
Things you need to know. The macro data point to much brighter days ahead – stocks surge 10 yr. yields…
Non Farm Payrolls Explode! Investors Chomping at the Bit – Try the Risotto All’ Amarone
April 5, 2021
Things you need to know. Markets were closed on Friday, Investors unable to react to eco data European investors got…
End of Qtr Shuffle Benefits Tech; Joe Presents his Plan – Try the Gemelli
April 1, 2021
Things you need to know. End of quarter shuffle – Tech’s benefit 10 yr. yield rises to 1.77% yet stocks…
It’s all about Pittsburgh – Try the Lollipop Lambchops
March 31, 2021
Things you need to know. Bonds down, Yields Up, Stocks Down Transports celebrate the re-opening of the Suez Canal Joey…
Archegos Wanted to Keep a Secret; 10 yr Yields close at 1.76% – Try the Garganelli
March 30, 2021
Things you need to know. The Suez Canal opens up! Archegos begged the big banks to keep a secret Joey…
End of Quarter Window Dressing, Disruptive Tech in a Bear Market – Try the Grouper
March 29, 2021
Things you need to know. Broader market making new highs while tech continues to roll over Yardeni calls for 3%…
Powell Causes Angst Early On; Investors Find Opportunities – Try the Chilean Sea Bass w/Sherry Cream
March 26, 2021
Things you need to know. Powell sends stocks lower in the morning; Joey takes to the podium for the first…
The Rotation Continues, Tech Under Assault – Try the Risotto w/Cauliflower and Truffle Butter
March 25, 2021
Things you need to know. Stocks get slammed as investors consider what’s next All while Bond Yields continued to retreat…
New Homes Sales Plunge, Bonds Retreat & Stocks Retreat – Try the Chicken Cutlet Milanese
March 24, 2021
Things you need to know. New Home Sales Plunge – Stocks under pressure even as yields retreat. Janet and Jay…
Yields Retreat/Tech Rallies – Try the Greek Style Chicken
March 23, 2021
Things you need to know. Yields retreat sending Tech Stocks surging Talking heads telling everyone ‘not to overthink it’ Cathie…
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Morning Thoughts