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Category:
Morning Thoughts
Inflation is a NON-EVENT – Capisce? – Try the Pasta Limone
May 25, 2021
Things you need to know. Inflation remains transitory – investors take the markets higher Lonnie Musk Tweets about renewable energy…
US Futures are UP, Crypto’s Continue the Wild Swings – Try the Veal Scallopine
May 24, 2021
Things you need to know. US markets finished mixed last week, futures are up this morning Services PMI – scores…
Calm is restored; Investors hit the Buy Button – Try the Bucatini
May 21, 2021
Things you need to know. Calm is restored – Investors go bargain hunting Eco data today includes PMI’s and Existing…
What did the FED Say? – Try the Pollo Agridolce
May 20, 2021
Things you need to know. Markets rallied into the close but US futures are negative this morning Bitcoin and Ethereum…
Reversal of Fortune? Cryptos Get Smashed; FOMC Day – Try the Roasted Sea Bass
May 19, 2021
Things you need to know. Stocks got sloppy yesterday and are even sloppier this morning 10 yr yields up, VIX…
Burry Bets Big Against TSLA; Gold Advances – Try the Firecracker Chicken
May 18, 2021
Things you need to know. US futures are bouncing this morning – but the mood remains erratic Michael Burry makes…
The ‘I’ Word; Musk Tweet Sends BC Plunging – Try the Linguine w/ Artichokes and Pancetta
May 17, 2021
Things you need to know. Friday’s rally appears to be fading – FOMC mins due out on Wednesday Inflation is…
Investors Ignore PPI and Focus on the Recovery (Again): Futures Higher – Try the Seared Halibut
May 14, 2021
Things you need to know. BLS reports PPI – Investors ignore the increase Companies adding 10’s of ‘1,000’s of new…
CPI Spikes, What will PPI Say? Bitcoin Plunges – Try the Linguine Arrabiatta
May 13, 2021
Things you need to know CPI spikes higher than expected, Some investors run for the exits We get PPI today…
Countdown to CPI; Will Investors Take it in Stride? – Try the Pasta w/Pink Sauce w/Peas
May 12, 2021
Things you need to know. The clock ticks towards 8:30 – Will CPI create a storm? 10 yr yield holds…
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Morning Thoughts