Things you need to know. – Is the correction over already? – S&P downgrades the regional banks. (Yawn!) – Investors brace for NVDA tomorrow – Jackson Hole starts on Thursday – JJ presents on Friday. – 10 Yr. Treasuries hit 16 yr. highs – Revolving Credit skyrockets. – Try the Emulsified Aglio e Olio. Tech led stocks mostly higher yesterday…. …
19 X’s Forward Earnings is NOT what the Dr. Ordered, Stocks Fall -Try the Mac & Cheese.
Things you need to know. – I told you this was a seasonally weak time of year. – The US economy remains strong, bonds under pressure sending yields even higher. 5% riskless is now the norm…. giving stocks a run for the $ – Try the ‘Not your Kid’s Mac & Cheese In case you missed it…….The US economy continues …
Hello? Anyone Read Those Mins? The Hawks are Alive and Well, Stocks FALL – Try the Risotto.
hings you need to know. – What have I been telling you? Hello? Higher rates…. – FED is fractured but the path remains hawkish. – 10 yr. Treasuries spike higher, Shorter Duration bills top 5.5% – Oil trades at $80, Gold tests lower and the dollar holds steady. – Try the Fava Bean/Broccoli Risotto It’s getting hot in the kitchen…. …
Who Remembers the 1960’s Batman? Bam! Pow! Bang! Ouch! – Stocks get Clobbered -Try the Mussels.
Things you need to know. – Bam, Pow, Bang, Ouch – Reminds me of Batman & Robin – Neely Kashkari calls for MORE regulation and higher rates – Financials/Banks get smashed – Retail Sales up….so are prices…. – Asia under pressure as China circles the drain…. – Try the Mussels Investors got punched in the face or kicked in the …
Good Morning – Stocks bounce- but don’t be fooled. The Pilot has turned on the Fasten Seat Belt Sign – Try the Veal.
Things you need to know. – Stocks bounce – don’t be fooled. – Negative Headlines everywhere…China, Russia, Argentina, UK, US – Dollar Index Surges to the trendline – Commodity complex under pressure – Treasuries remain steady. – Do NOT let the political drama ‘make your decisions’. – Try the Veal Stocks thrashed around on Monday….as investors attempted to sort it …
PPI is Hotter, Higher Oil Prices not even Considered – Try the Sea Scallops
Things you need to know. – PPI hotter than expected and that sent bond yields up. – Can producers continue to pass on higher costs to consumers? – The dollar holds steady, gold holds steady and oil declines just a bit – why? A weakening China…. LOL – 9 Days til the GOP Debate and 10 days til the start …
Some Betting the FED is Done, They Would be Wrong – Try the Penne Rigate, Zucchini & Guanciale.
Things you need to know. – The CPI report does NOT change the narrative. – Stocks rallied hard then FADE into the end of day. – Futures traders betting on a pause in September – I am not. – Oil continues to rally – China is a BIG buyer… – Dollar rises, gold falls, Treasuries mostly unchanged. – Try the …
Disinflation in China? (If you believe it), DIS Raises Prices, and CPI out at 8:30 – Try the Stuffed Chicken Cutlets.
Things you need to know. What is going on in China? Do we believe any of it? Oil surges…. but I thought China was in decline? Inflation runs at 4% yet DIS raises prices by 20% on streaming services. UAW setting it up…. Expect higher car prices. CPI out at 8:30…. What will we learn? Bond yields down, Dollar down, …
Moody’s jumps In and Downgrades banks, IFF Plays ‘I’ve Got a Secret’ and angers investors -Try the Vegetable Paella.
Things you need to know. – The Churn continues – Up on Monday/Down on Tuesday…. – Moody’s downgrades the smaller banks and threatens the BIG boys. – S&P noticeably quiet…. – IFF gets whacked badly – Why? Because they played ‘I’ve got a secret’ and investors don’t like that game – Oil down then up – Negative China news then …
Stocks Struggle then Fail, NFP had Something for Everyone/Try the Rib-Eye w/Maple Syrup/Bourbon Marinade.
Things you need to know. – NFP report has something for everyone! Smaller job creation, but upward pressure on wages – AMZN surges by 8% while AAPL declines by 4%, Stocks go UP but end lower on the day. – Treasury yields remain elevated as investors ponder the next move. – Oil continues to push higher; Dollar backs off and …
