Things you need to know. –        Dow CLOSES above 40k and the S&P retakes 5300. –        Nasdaq just 1.8% away from piercing 17k – is this the week? –        NVDA and AI will be this week’s focus – Hold onto your hats! –        Gold surges up and through $2400 as the rate cut narrative gains new life and tensions in …

Things you need to know. –        Dow pierces 40,000! – but where was all the hoopla? –        Market still discounting multiple rate cuts in 2024 (Illogical). –        No Eco data today – focus will be on NVDA’s earnings next week. –        Bonds steady, Oil up, Gold steady. –        Execute on the plan, eliminate the noise. –        Try the Chicken Cutlet …

Things you need to know. –        The ‘MoMo’ guys are at it again. –        CPI comes in inline, Retail Sales also a bit ‘weaker’ and stocks pierce 5300 and this morning they appear to want to go higher. –        The VIX plunges – suggesting NO FEAR –        Are we getting used to a 3.6% inflation rate? It appears so. –        …

Things you need to know. –        PPI comes in HOTTER yet stocks rally. –        CPI today – the clock ticks towards 8:30. –        Bonds also rose – sending yields a bit lower. –        Oil up, demand strong. –        Gold UP – Think Geo-political and foreign demand. –        Try the Porcini Rubbed Rib-Eye Tagliata Style Stocks surged on Tuesday – as …

Things you need to know. –         Slippery when wet – markets remain a bit cautious. –         The Frisky Kitty is back, and the shorts got clobbered. –         Today brings the April PPI report – tomorrow is the CPI. –         Markets bracing for a 1% move – many asking which way? –         Oil is up – think Chinese demand and Canadian …

Things you need to know. –         U of Mich Consumer Sentiment plunges. –         Stocks ended the day mixed but ended the week up. –         Bond Yields continue to decline – but will that be true this week? –         Oil struggles at trendline even as the Mid-east tension builds –         Gold thrashing around as it looks for clarity. –         It’s all …

Things you need to know. –        The ‘MoMo’ guys just can’t help themselves…. –        Stocks pierce 5200 and this morning appear ready to kiss an all-time high. –        Austan Goolsbee takes the stage – expect him to be more ‘dovish’ only adding fuel to this fire… –        Oil and Gold surge – it’s the mid-East, it’s the rate cut narrative …

Things you need to know. –        Stocks churn as they digest the most recent move. –        Kashkari leans hawkish – doesn’t understand the ‘robustness’. –        Bonds continue to rally, sending yields down – just a bit. –        Dollar index up, Oil down and Gold unchanged. –        Try the Bran Muffins – especially if you’re feeling stuck! Stocks churned as the …

Things you need to know. –        Stocks continue to advance on a new rate cut narrative. –        Bonds rally, yields pull back. –        Tech and SMIDS benefit the most. –        Oil and Gold react to the ongoing conflict in the Mid-East. –        Try the Pasta and Peas. It’s RISK ON again…. – stocks pushed higher (again)– fueled by the rate …

Things you need to know. –         Eco data on Friday conflicts with FED speak. –         Algo’s go all-in, long-term investors going along for the ride. –         Tech gains 2.8% while Energy ended flat. –         Bonds rally, yields fall. –         Oil & Gold churn. –         Lots of FED speak and global central bank policy announcements. –         Try the Veal   It’s …