Things you need to know. – I’m back from a short vacation – What happened? – Strong eco data, a hawkish BoJ and a Fitch Downgrade – Bond yields surge and stocks prices fall on investor angst – but let’s not get crazy…. – Oil pierces $82/barrel as the Saudi’s and Russian’s promise more cuts – Dollar up, gold down …
BoJ Surprises Mkts – Stocks Sell Off – Is it just a Flash in the Pan? – Try the Steamed Lobster.
Things you need to know. – The Bull run comes to an end…. As if that means anything at all. – Stronger US eco data fuels speculation of more rate hikes – BoJ surprises investors and becomes MORE hawkish – stocks take a punch. – The 10 yr. yield surges up and thru 4% – Next week – we get …
OK, OK…Can we move away from the FED for now? META Wows! Try the Perciatelli with Lemon/Butter & Sesame Seeds
Things you need to know. – Ok, so now we know…. the door is OPEN, rates will rise (again) – META Wow’s the street – Cult members take it up 8% – 81% of reported companies BEAT – of course it’s a lower bar – but who cares? – 50 more companies are reporting today. – Dollar weaker, gold and …
MSFT and GOOG BEAT – They Sell one and Buy the other….FED Day – 2 pm Announcement/Try the Roasted Chicken Parts
Things you need to know. – Earnings continue to impress – Stocks advance. – MSFT and GOOG both beat – traders sell MSFT and BUY GOOG – It’s FED Day…. Expect a 25-bps hike and then talk of more to come. – Try the Roasted Chicken Parts with Sausage and Sweet Vinegar Peppers Markets closed higher again yesterday…. The Dow …
FED Countdown Begins, Earnings Continue to BEAT (Yawn) -Try the Linguine & Clams (new version)
Things you need to know. – FED kicks off the July meeting – Investors speculate. – Big Earnings day and so far all reports have beaten and beaten big – Oil surges on Chinese DEMAND! – Treasuries hold steady, dollar up, Gold flat – Try the Linguine & Clams – a different version. Stocks began the week in the PLUS …
Big Week For Central Banks & Earnings./Try the Mussels Bruschetta.
Things you need to know. – Stocks Churned ahead of the FED meeting and big earnings week. – Money moves out of tech and into more defensive sectors… – Eco data today is all about PMI’s. – Fed is in lockdown mode….as investors try to handicap the next move and announcement. – ECB and BoJ also due out later this …
Sexy, NO! Boring YES! Tech gets slapped. Try the Rotini Michael Angelo.
Things you need to know. – NFLX and TSLA cause weakness in anything tech – Investors trade ‘sexy’ for ‘boring’ (and that’s not bad) – Existing Home Sales disappointment- are you surprised? – AXP reports a 5th straight qtr. of RECORD earnings but is concerned. – Try the Rotini Michael Angelo Stocks and bonds both fell yesterday as investors, traders …
4 Beats Before 7:30! Let the Good Times Roll – Try the Pan Seared Halibut.
Things you need to know. Quiet data day – but stocks continue to advance. This morning we have 4 beats and better guidance – Futures are mixed…stocks trading at 20 x’s 2023 and 18 x’s 2024 earnings – a bit rich. Dollar steady, oil up and gold up Try the Pan Seared Halibut It was a quiet day – no …
The Big Boys Did NOT Disappoint – More Earnings to Come – Try the Rigatoni w/Sweet Sausage in Tomato Cream.
Things you need to know. – Stocks taking a breather – closed a bit lower on Friday and are a bit weaker this morning. – The Big Banks did not disappoint! – Next up – more big boys and then the small boys! – Lots of Eco data this week. – Oil backs off – because a slowing China! OMG. …
Stocks Cont. to Advance – You Gotta LOVE Jamie Dimon! Try the Linguine & Clams w/Sweet Sausage
Things you need to know. – Stocks continue to advance…. Earnings are not a disaster. – JPM, WFC, BLK, UNH all reported and all BEAT. – Many expect the FED to raise and pause – Chris Wallers says Not so FAST. – Dollar breaks 100 – oil kisses $77.50 – Saudi’s are loving it. – Try the Linguine & Clams …
