Things you need to know: Jay Powell makes his announcement – global investors try to sort it out Trump accepts his party’s nomination – and here we go… Dems and GOP still don’t have a deal on a virus stimulus package Next week is a big vacation week – don’t expect much to happen Try the Sliced Rib Eye – …
FOMU is the new FOMO!/Try the Cavatappi w/Green Pea Pesto
Things you need to know: Eco data drives stocks higher FOMU is the new buzzword for Asset Managers Global investors prepare for Jay Powell’s speech today Trump to accept GOP nomination Try the Cavatappi w/Green Pea Pesto Economic data yesterday was just the latest headline to drive markets higher – yet again – as the MOMO guys (momentum) keeps the …
What Would Charlie Say?/Try the Porcini Rub
Things you need to know: It’s a quiet week – so sit back and enjoy US/China come to the table – Markets approve RNC convention enters 2nd night – Lobsterman, Dairy Farmers and Melania take the stage What would Charles Dow Say about his index now? Oil breaks OUT – piercing resistance at $43.25 Gold awaits more trade discussions along …
Is the Worst Behind Us?/Try the Balsamic Chicken
Things you need to know: S&P pierces 3400 taking us into a new century mark Virus treatment and vaccine news push global markets higher US/China play nice and discuss implementation of Phase 1 RNC convention begins… need I say more? Oil surges as demand is alive and well, but rigs close for Marco & Laura Gold trying to fill the …
A Patriotic Corp Tax? Is That Really a Deal Breaker?/Simple Griilled Pork Chops w Blueberry Salad
Things you need to know: Investors reconsider the FED ‘lack of specificity’ Apple closes up and is now solidly a $2 tril company A Patriotic Corp Tax – is that really a deal breaker? Really? I go on a bit of a rant… 😉 OPEC supposedly a bit worried about supply – I’m not Try the Simple Grilled Pork Chops …
Did the FED Really Disappoint?/Try the Pan Roasted Sea Bass
Things you need to know: Did the FED throw water on the rally or are the algo’s just stamping their feet? The S&P rallied and failed – is 3,400 the new brick wall for now? DNC makes history as Kamala accepts nomination – more Trump shaming Expect the same from the RNC next week – just sayin’… Politics is an …
The S&P Closes on a New High – Now What?/Try the Linguine
Things you need to know: S&P finally does it… Now what? Nasdaq continues make new highs as well as money returns to growth DC – still in a state of chaos Dems formally nominate Biden – Jill makes her case European markets are higher and US futures pointing up Try the Linguine with Sausage, Fennel and Breadcrumbs OK – so …
The Roof is Getting Blown off the House/Try the Perciatelli
Things you need to know: Appears that everyone is “blowing the roof off the house” HD and WMT add to the excitement as the S&P appears to pierce 3400 The DNC launches their virtual convention – Michelle makes the case Warren buys Barrick Gold and sends gold bugs into a frenzy Try the Perciatelli in a Lemon/Butter sauce… MMM So …
News Flash – It’s called managing risk…/Try the Scallops
Things you need to know: Retail earnings due out this week – These names are at all-time highs – caveat emptor Barron’s rings the bell on valuation… don’t panic – read on Value names become more important Treasury yields up, Gold and oil find stability Expect the conventions to dominate the chatter for the next two weeks Try the …
Chaos in DC and the Senate Goes on Vacation?
Things you need to know: S&P did it again – Tried and Failed Chaos in DC rages on and the Senate goes on vacation? UK imposes travel restrictions on France US cases in decline but so is testing Oil under pressure as the Int’l Energy Agency re-iterates lower demand in 2021 Try the Mahi Mahi Stocks meandered most of the …