Things you need to know. –        Brace yourself…. It’s all about NVDA. –        Remember all roads lead to Rome. –        Stocks struggle to hold onto S&P 5000. –        Brace yourself…it’s all about NVDA (or that’s what they want you to believe). –        Try the Linguine with Spinach/Ricotta Pesto *** I have the honor and pleasure of hosting the Slatestone Wealth’s …

Things you need to know. –         Weak Eco data suggests rate cuts are not dead. –         Jan PPI is today’s KEY data point. –         Will the Algo’s overreact yet again? –         Oil and gold churn in line. –         Don’t forget – it’s a long weekend. –         Try the Alaskan Black Cod Eco data was weak, – and that suggests that …

Things you need to know. –        Wait, that’s it?  The pullback is over. –        Buy the dippers come to the rescue – Tech and SMIDS benefit. –        Oil slightly weaker on ‘demand’ concerns (Yawn) –        Gold is trying to stabilize. –        Goolsbee leaves the door open on rate cuts, Waller more suspect. –        What will the ECB and other FED …

Things you need to know. –         Oh boy, do I have a headache!  CPI is HOT and Stocks got ‘slapped’ –         Bond prices plunge, bond yields surge –         The ‘contra’ trades were the winners – the VIXY up 13% mid-day –         So?  Was that it? All over?  Not so fast…… –         Now the FED Heads will emerge from under the …

Things you need to know. –         It’s T-Time…. CPI due out at 8:30. –         Stocks stumbled into end of day and are weak this morning. –         Bonds did nothing, but yields remain well above 4% –         Oil is UP – Demand projections remain strong. –         Gold remains trapped in the trading range. –         Carley is a seller and I’m a …

Things you need to know. –        S&P is now solidly in the new millennium. –        Some are still betting on numerous rate cuts in 2024. –        Tech and anything AI fueling the latest run. –        Bond yields steady to a bit higher…/prices lower. –        Oil down a bit, Tensions ease. –        Gold down, dollar up. –        Try the Rigatoni So, …

Things you need to know. –         S&P ticks at 5000 in the final minute! –         30 Yr. Bond Auction – finds buyers – relieving the angst. –         Janet does not expect prices to decline. –         CPI Revisions due out – What will they show? –         Oil up on rising tensions, Gold holds steady. –         Try the Chicken Scarapiello. It was …

Things you need to know. –         Momentum failed to breach 5000, but it did give it the ‘ole college try’. –         Anything TECH driving the action…. are you surprised? –         30 yr. – $25 billion bond auction today…. How will it be received?  –         Cyber security is underrated – Hospitals in Chicago under constant attack from hackers…Expect names like CRWD, …

Things you need to know. –         3 yr. note Auction goes well, the 10 yr. auction is today. –         More FED Heads repeat the same narrative – Change your expectations. –         Chip Stocks come under a bit of pressure. –         Regional Bank stocks under pressure too…. NYCB gets smashed. –         And look at those transports!  Shippers/Rails having their day in …

Things you need to know. –         Has JJ finally made them understand? –         Broader market adjusts – yet anything AI continues to climb. –         Treasuries decline – sending yields higher…. –         Oil & Gold hold steady –         Lots of FED speakers this week…. –         Try the Herb/Balsamic Pork Chops So, JJ took to 60 minutes on Sunday evening and said …