Things you need to know. Again – I say thank you for letting me be part of your life….it is a journey and one that I am grateful to be on…. May the new year bless you with the love of family & friends. I wish you peace, health, and most of all happiness in the new year. It’s been …
Now Dasher, Now Dancer and all the Rest – Stocks Continue to Rise – Try the Ricotta Coffee Cream
Things you need to know. Stocks went UP. Treasuries now yielding 3.8%, Algo’s still betting on ‘multiple rate cuts. Gold teasing $2100 Oil remains in a tight trading range. Sellers wanting to ‘take profits will wait until next week… Try the Ricotta Coffee Cream “Now Dasher, Now Dancer, Now Prancer and Vixen, On, Comet, On Cupid, On Donder and Blitzen …
Where was Wednesday’s Angst? Nowhere to be Found – Stocks resume their Surge – Try the Butterscotch Clusters
Things you need to know. One of the joys of the holiday season is the opportunity to say Thank You and to wish you the very best for the new year. May Peace, Joy, Health & Happiness be yours during this Holiday season and into the New Year. Thank you for letting me be part of your life…. Now – …
SNAP!!! One Down Day and They Tell you that Santa is Leaving you Hi & Dry – Come on! Try Nana’s Cheesecake
Things you need to know. – Stocks SNAP their winning streak – It’s about time! – You can point to 6 reasons why….Any of them work…. – The VIXY (Insurance Product) surges by 6% – Hello? – Try Nana’s Cheesecake – this is one you’ll make over and over. Stocks did WHAT? The VIX did WHAT? The Hooties did WHAT? …
Austan Says “Not so fast” While Mary says “Cuts are Appropriate” – Oh Boy! Try the Candied Almonds
Things you need to know. – The story continues….1 more FED head tries to talk it down while another one talks it up… – Bonds just churn. – Stocks advance on declining volumes (think Holiday). – Oil advances as the Iranian’s create chaos in the Red Sea. – Japan to buy US Steel? – Try the Candied Almonds – I …
“The British Are Coming” What Do Paul Revere and JJ have in Common? Try the Simple Blanched Broccoli
Things you need to know. – The British Are Coming, The British Are Coming…or are they? – Williams and Mester both PUSH BACK on expected rate cuts as they try to temper the mood. – Oil continues to struggle; US production stuns the Saudi’s so – What’s next? – Gold digesting the latest narrative…. It remains in the $1990/$2050. – …
It’s a MELT UP Going Into Year End! Try Grandma Emma’s Ragu
Things you need to know. – Priced to perfection – Stocks, Bonds, Oil and Gold continue to advance. – ECB says ‘We did NOT discuss rate cuts’ – comical because JJ said the same thing only 1 month ago. – The 10 yr. breaches 4% – Oil demand seen rising in 2024. – Try Grandma Emma’s Ragu Confidence is defined …
So, Higher for Longer is NO longer the Narrative? OK – strap in…Yields Plunge, Stocks and Bonds Surge! Try the A…
Things you need to know. And the PIVOT ‘officially’ begins…. investors, traders and algo’s go all in on stocks and bonds! The headlines are on FIRE….as the FED makes it clear that ‘higher for longer’ isn’t really ‘higher for longer’ – it’s just ‘higher for shorter’ as the DOT plot now shows a strong bias to lower rates in 2024 …
Stocks Up, VIX down, Is OIL making a Presidential Prediction? Feast of the 7 Fishes – #7 Mussels Posillipo
Things you need to know. – And the rally just won’t quit – the VIX remains complacent. – Small & Mid-Caps up 15.2% in 6 weeks – 30 yr. – $21 billion bond auction this morning…. – Is oil making a Presidential prediction? – Feast of the 7 Fishes – #7 Mussels Posillipo And the rally just won’t quit…. stocks …
NFP Stronger or Not? Big Bond Auction Week and Sales Everywhere/ – Feast of the 7 Fishes #6 Stuffed Calamari
Things you need to know. – NFP was stronger? Or was it? – Dow, S&P and Nasdaq make NEW closing 2023 highs! – 3, 10 and 30 yr auctions this week – Will bonds go on Sale? – CPI, PPI and FOMC are all due this week. – Jo Jo buying Oil – so it finds support at $70… – …
