Things you need to know Jay Powell dropped ‘The Bomb on Me’ – Gap Band 1982 Tapering, Rate Increases and Reduction of Balance Sheet to happen simultaneously – OUCH! Investors were surprised…. which leads me to ask – WHY? Try the Potato Gnocchi in a Brown Butter Sage Sauce (Potato Gnocchi are like small bombs in your stomach! See how …
Uh oh? What Happened to Tech? Bond Yields Surge to 1.7%? – Try the Grilled Pork Chops w/Sweet Vinegar Peppers
Things you need to know Treasury yields surge to 1.7%, Tech stocks come under pressure Big Cap value in energy, industrial, financials and consumer staples are the beneficiaries. F – rallies 12% after they doubled their manufacturing outlook! (Love Ford) Oil -nearing $80 barrel even as OPEC+ agrees to pump more Try the Grilled Pork Chops with Sweet Vinegar Peppers …
Hello 2022!!! Investors Continue to Celebrate, Stocks Advance – Try the Pot Roast
Things you need to know Santa is still hanging around – Investors remain optimistic Apple became a $3 trillion company for 2 mins and this morning it looks like investors will push it even higher 10 Yr. Treasuries now pushing 1.64% and going higher Try the Simple One Pot – Pot Roast So, stocks in the US (Asia & Europe) …
Happy New Year! Stocks are Higher! And We’re off.. – Try the Bolognese
Things you need to know It’s a new year…the slate gets wiped clean Lots to consider in the new year – the FED and mid-terms will be a constant theme. Will CPI and PPI continue to run ‘hot’? Oil after having the best year in a long time – is set to advance again in 2022 I think the theme …
“Gone With the Wind…” – Try the Ricotta Coffee Cream
Things you need to know – Another year has come and gone….and we are all one year older…. I wish you all the very best and hope that the new year brings you peace, joy, good health love of family and friends and continued success and prosperity. See you on the other side! Frankly, my dear, I don’t care” – …
What? No After Christmas Sale Going on Here! – Try the Pasta Faggioli
Things you need to know – Stocks push higher and higher as investors and PM’s do some window dressing Oil – back in the high $70’s – on its way to $80+ Treasuries churning at 1.5% ish…. leaving many to wonder why? Consider building in some downside protection for January/February Try this version of Pasta Faggioli Good morning…. Stocks continuing …
On Dasher & Dancer & Prancer and Vixen….. – Try the Pollo Agridolce
Things you need to know – Santa is out of Quarantine! Markets surge Try the Pollo Agridolce On Dasher, Dancer, Prancer and Vixen, Go Comet, Cupid, Donner, and Blitzen and the favorite one of all – Go Rudolph….and Booooomm! Stocks surge higher…. this as the CDC CUT the quarantine time that you must observe if you have covid or any …
Algo’s Push Stocks Higher as Investors Enjoy the Ride – Try the Escarole/Bean Soup
Things you need to know – Markets pushed higher into Christmas – US futures are pointing up this morning as we begin the week Treasuries holding steady at 1.49% Oil down $1 as thousands of flights get cancelled (Opportunity!) 2022 – will be an interesting year…. FED, Elections, Legislative Policy, and the Economy all top of the agenda Try the …
Omi who? PFE Getting Approval for NEW Therapeutic, Is Santa Coming? – Try the Christmas Morning French Toast
Things you need to know Omi who? Markets push higher all while NYC, Chicago & LA go into a self-imposed lockdown PFE on the verge of getting FDA approval for a new ‘covid drug’ Lots of eco data today but none of it means anything. Global markets all trending higher awaiting Santa Claus Try the Christmas morning “French Toast Casserole” …
Remember – It’s about the Foundation!/Try the Potato & Eggs
Things you need to know What was all the panic about? Covid – That would be a mistake Policy decisions and macro data and company/industry news should be your drivers Global markets all higher today, but I think Santa is still in lockdown mode Treasury yields up, Oil up, Dollar up and the Vix is down. Try the Potato and …
