Things you need to know. – Auto Generated AI – get ready…. – Magnificent 7 – push higher. – NFP due out at 8:30 – the clock ticks – Have the Saudi’s lost control? – Feast of the 7 Fishes – #5 Bay Scallops in Black Truffle Cream Get to know ‘Auto Generated AI’ because it’s here….and what does that …
Call the Stock Police! Market Under ‘Pressure’ for 3 Days Now! Feast of the 7 Fishes – #4 Baked/Broiled Salmon
Things you need to know. – Stocks close LOWER for a 3rd day! OMG! – The eco data is weakening…Is this the start of the slowdown? – Oil – hits a vacuum and falls by 3+%. The Saudi’s are NOT happy. – More job cuts on the horizon…. – Is the VIX starting to whisper something? – Feast of …
And Treasuries Con’t to Rally! Anything Crypto is Alive and Well/Feast of the 7 Fishes #3 Feta Shrimp
Things you need to know. – Treasuries continue to rally; Yields continue to decline. – Bitcoin and everything ‘crypto’ finding NEW life. – Market continues to ignore the FED, but the FED is not wavering. – The US is now exporting ‘record’ amounts of oil to the world – putting pressure on prices – The Kingdom is NOT happy. – …
Powell Says ‘Don’t bet the Ranch’ so Trader’s ‘Bet the Ranch’/ – Feast of the 7 Fishes #2 – Filet of Sole
Things you need to know. – JJ says, ‘Don’t go Betting the Ranch’ and traders ‘Bet the Ranch.’ – The NERI Index supports double digit growth in 2024. – Gold makes a new high, and Oil continues to come under pressure. – Bitcoin pierces $41k – many suggesting $100k is the next stop. – VIX moves lower – consider some …
It Was a November to Remember! It’s Christmas – time for the Feast of the 7 Fishes -Try the Lobster Sauce
Things you need to know. – Do you remember? – JJ to speak at 11 am – Will he confirm or deny rate cuts are coming? – Europe pricing in ECB cuts in April. – OPEC + invites Brazil to join the cartel. – Oil prices lower – remember- cuts are voluntary – can they be enforced? – It’s Christmas …
Now the ECB is about to Cut rates? Not so fast…CRM & SNOW Crush it – Try the Pasta alla Genovese
Things you need to know. – PCE Deflator due out at 8:30 – Eurozone inflation in retreat, Eurozone economies on the brink of recession? – Bets are now that the ECB is CUTTING rates – Lagarde says – not happening. – Is the US bond market doing the work for the FED? Feels like it. – CRM and SNOW Crush …
Breathe! Stocks Churn. CyberMonday is Plus $12 billion! – Try Nana’s Cheesecake
Things you need to know. – Breathe…that’s what global markets did yesterday and are doing again today. – 5 yr. bond auction was strong, 7 yr. auction today. – Cyber Monday suggests we spent more than $12 billion! – Central Banks around the world remain ‘non-committal.’ – Try Nana’s Cheesecake (a Holiday favorite). And stocks finally gave up – the …
Complacency, The VIX is trading at levels not seen since 2020, Be Careful -Try the Limoncello
Things you need to know. – Stocks staged a 4-week rally that has seen the indexes gain more than 10%. – Bonds back off just a bit, yields rise just a bit. – Lots of eco data this week – Wednesday is the PCE report – the FED’s favored inflation gauge. – Oil down, OPEC+ meeting scheduled for Thursday. …
Too Far Too Fast? Stocks, Bonds UP, Dollar Down, Oil Set to Recover?/Try the Stracciatella Soup
Things you need to know. – It was another winning week $23 billion moves into stocks. – Oil rallies AFTER the Saudi’s /OPEC+ hint of more production cuts! – The dollar index gives back 100% of 2023 gains – as the narrative turns from rate hikes turn to rate cuts. – Are we now in ‘overbought’ territory – have the …
“Eventually we will get rate cuts!” Brilliant! – Try the Roast Turkey
Things you need to know. The pilot has turned on the ‘fasten seat belt’ sign…. Investors continue to go all in… Stocks, bonds & gold move higher. Oil, the dollar and the VIX move lower…. Rates remain in pause mode. Here is the Roast Turkey The economy closes in on a soft landing…. And it is the recent soft economic …
