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Morning Thoughts
NFP Surprises, Senate Passes Relief Bill, Saudi Oil Under Attack – Try the Lemon Chicken
March 8, 2021
Things you need to know. NFP report blows the window out of the bus – stocks surge The Senate passes…
Powell Confuses Markets, No Inflation, No YCC – Try the Grilled Shrimp on a Bed of Orzo
March 5, 2021
Things you need to know. Powell talks out of both sides of his mouth – frustrating trader types OPEC holds…
Don’t Worry, Be Happy or Disco Inferno?; Rate Surge – Try the Pork Cutlets Milanese
March 4, 2021
Things you need to know. Treasuries spike again -causing renewed angst. Fed Chair Powell will take center stage – can…
Investors Create Alpha; Brainard Tows the Line – Try the Vegetarian Paella
March 3, 2021
**Join me today at 4 pm EST on my Blitzr Live Event where I will be interviewing CNBC's Jim Iuorio…
Stormy Weather? Don’t Be Crazy! – Try the Champagne Linguini
March 2, 2021
Things you need to know. It was a global celebration! Stocks surged around the world. Apparently, everyone worried about where…
Rates, Rates, Rates….Which Rate Will You Focus on? – Try the Chicken Pizzaiola
March 1, 2021
Things you need to know. Rate surge caused market to stumble – Stocks took turns getting hit. Reassurance by central…
Treasury Yields Challenge S&P Divy Yield; Stocks Suffer – Try the Sole Meuniere
February 26, 2021
Things you need to know. Yields surged up and thru 1.5% challenging the S&P 500 Dividend Yield Eco data continues…
It’s About the Theme! – Try the Marinated Pork Loin
February 25, 2021
Things you need to know. Its all about the THEME Stocks did a 180 yesterday and are breathing today. Dollar…
Powell Rescues the Day! Investors go for the Dip – Try the Linguine Try-Colore
February 24, 2021
Things you need to know. The decline was brought to a halt as Powell confirmed the FED’s commitment. Inflation? Do…
Stocks getting Slammed; How Hot is Hot? – Try the Glazed Chicken Breasts
February 23, 2021
Things you need to know. Tech got crushed yesterday and is getting crushed again today. Investors now taking notice and…
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Morning Thoughts