Things you need to know. China turns up the heat, banning iPhones in more workplaces. Investors continue to hit the sell button on Apple and on Tech Two more Fed Heads suggest a pause…. but leave the door wide open. The UAW is turning up the heat on the Automakers – Get ready to pay higher prices. Try the Bucatini …
Xi Xi Bans the iPhone! (NOT completely), Stock Gets Whacked, Eco data suggests Inflation – Try the Swordfish
Things you need to know. Eco data suggests that prices are rising – stocks are falling. Xi Xi bans’ iPhones at work – AAPL gets Whacked. Treasury yields rise, Dollar up, Oil flat, Gold up. More FED speech creates confusion. Try the Sicilian Swordfish Tuesday it was oil, the dollar, and treasury yields that all spiked higher and that sent …
The King and The Dictator Make Good on Their Threat to Cut Supply – Oil Surges! Stocks Decline -Try the Garganelli
Things you need to know. – Oil surges – The Saudi’s make good on their threat of supply cuts. – Oil Surges – the Russians make good on their threat of supply cuts. – Fed Governor Waller – plays on both sides of the fence – Hardly helpful. – Fed Funds Futures now pricing in only a 7% chance of …
Summer is Over – Start to Focus (again)/Europe in Stagflation? Try the Tomato Soup Surprise
Things you need to know. Summer is over – let the games begin. Asian, European and US markets is all lower today… Saudi’s and Russians pledge to continue production cuts – oil surges past $86/barrel. The race is on – will the FED hike or pause? Europe entering a period of ‘stagflation’??? Dollar up, Treasury yields up, gold down. Try …
Do you Remember – September? Futs up ahead of the NFP Report – Try the Chicken Pot Pie.
Things you need to know. – August ends mixed – Will September be a boom or a bust? – Today is all about the NFP report. – Futures are UP – anticipating a better report and a FED Pause – Oil is up – now trading at $84.40, Gold up, Dollar down, Bonds flat. – Try the Chicken Pot Pie …
Bad News IS Good News for The FED! Investors Continue to Take Stocks Higher -Try the Chicken Provencial.
Things you need to know. – Stocks rallied on some month end window dressing. – Eco data begins to show real signs of retreat. – The market is now convinced that rates have peaked. – Dollar falls, Gold, Oil and the commodity complex rally – Today is all about the PCE Deflator. – Try the Chicken Provencial Good morning, America! …
Hurricane Idalia Gets Ready to Hit, Stocks higher on Month End Window Dressing – Try the Dark and Stormy
Things you need to know. – Stocks rally on some month end window dressing and the belief that JJ is done. – Bond Yields decline, dollar up, oil up and gold up…. – It’s a bit week for eco data…. PCE and NFP are top of mind. – Try the Dark and Stormy **I will be joining Nicole Petallides today …
NVDA Fails to Ignite a Rally, JJ takes Center Stage at 10 am – Try the Baby Back Ribs.
Things you need to know. – So, NVDA did not end up igniting a fire, but maybe did create a storm. – Stocks FALL and fall hard…. – Jackson Hole is in full on mode – JJ, Chrissy and Andy are all due to speak today. – Futures are shaky, the Dollar is UP, Treasury Yields are UP, Oil is …
NVDA Smashes IT (again), Now it’s Jackson Hole – Try the Champagne Chicken Cutlets.
Things you need to know. – Stocks rose as we awaited the NVDA results – Investors remained on edge. – The market action revealing what we all knew – Jensen Huang was NOT going to disappoint. – NVDA absolutely BLOWS THE ROOF OFF THE HOUSE AND PREPARES TO BLOW IT OFF AGAIN IN 3 MONTHS – Anything Tech related surges …
It’s ALL about NVDA – Full Stop! DJT Absent in Debate – Who will Shine? – Try the Parmegiana Crusted Halibut
Things you need to know. It has arrived – NVDA earnings day – but you have to wait until 4:01 pm. Bets are big in both directions. With a bias to the upside – Do you really think Jensen is going to come on stage to disappoint? German economy falls deeper into the black hole. Dollar up, oil down, gold …
