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Category:
Morning Thoughts
10 Yr Lower / Nasdaq Higher Big Banks Under Pressure – Try the Bran Muffins
March 22, 2021
Things you need to know. Dow and S&P lower – Nasdaq higher Treasury rates lower helping to fuel that advance.…
Investors Re-Evaluate the Narrative – Try the Garganelli
March 19, 2021
Things you need to know. Investors reconsider the inflation narrative Stocks sold off – Tech once again gets smashed European…
FED Serves up Lucky Charms that are Magically Delicious – Try the Halibut
March 18, 2021
Things you need to know. The FED served up a bowl of Lucky Charms. And they are sticking around now…
The Clock Ticks, Jay Walks the Line – Try the Corned Beef and Cabbage
March 17, 2021
Things you need to know. St Patrick’s Day – but Markets are RED not Green T-8 hrs until the clock…
What will the Dots Say? Experts Opine – Try the Leg of Lamb
March 16, 2021
Things you need to know. Stocks rally, yields back off and the FED gets ready to expose the ‘Dots’ Talking…
Churn Continues/GS predicts 2% sooner – Try the Pork Loin w/Peach Honey Glaze
March 15, 2021
Things you need to know. The churn continues – and Goldy say’s ‘not to worry about 2% rates’ Macro data…
It was RISK ON yesterday and RISK OFF Today! – Try the Linguine & Clams with a Twist
March 12, 2021
Things you need to know. ECB promises to buy more bonds – stocks surge FED promises to buy more bonds…
Macro Data is Benign; Stocks Surge – Try the Pan Seared Flank Steaks
March 11, 2021
Things you need to know. Macro data suggests benign pressures – stocks surge PPI comes tomorrow…will it reflect the same…
RISK ON!, CPI could dent psyche – Are We Playing – I’ve Got a Secret? – Try the Mac & Cheese
March 10, 2021
Things you need to know. Headlines say it all Was the TECH investor reaction in fact another ‘over-reaction’? CPI today…
Yellen/Tepper Temper mats; 10 yr drops; Stocks Surge – Try the Pan Seared Sea Bass
March 9, 2021
Things you need to know. It was a Yellen/Tepper rally – who will speak today? 10 yr yields drop to…
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Morning Thoughts