Things you need to know – – Markets appear to be ‘unconcerned’ about today’s CPI print. – A hotter report will be explained away by ‘seasonality.’ – What will the Services portion say about inflation in that sector? – Lots of more macro data as the week unfolds. – Try the Apple Cinnamon Pork Chops Investors just can’t get enough …
Get Ready for Jan CPI and PPI – Try the Rigatoni w/Arugula and Beans
Things you need to know – – It’s a BIG week for eco data…Watch the CPI and PPI m/m numbers. – Short Duration fixed income now yielding better than 4.5% – Dollar index rises putting a bit of pressure on commodities. – Mikey Wilson & Associates (MGS) reiterates his S&P 3000 call! – Try the Rigatoni with Arugula and Cannelloni …
Are Investors Beginning to Listen to JJ? / Try the Bucatini with Orange Pepper Sauce
Things you need to know – – Stocks continue to push lower as investors reconsider FED policy. – GOOG continues to get hammered over the BARD rookie error. – Micron joins a long list of companies announcing RIF’s. – Try the Bucatini The axe continues to swing as more and more companies announce layoffs Micron the latest to announce a …
BARD FAILS, Algo’s go Beserk, DIS to CUT 7k Jobs – Try the Drunken Spaghetti
Things you need to know – BARD disappoints, GOOG gets whacked – did the algo’s over-react? 6% is now becoming the FED’s narrative – hello? DIS laying off 7K people and investors love it. AFRM laying off 500 people and investors hate it. OIL and GOLD steady More FED speak tomorrow. Try the Drunken Spaghetti Stocks ended the day lower…. …
JJ Repeats the Narrative and Joey Launches his ’24 Campaign – Try the Champagne Chicken
Things you need to know – – JJ says nothing new (remains Hawkish), yet investors heard Dovish. – Stocks surge and BIG Tech gets an even bigger boost from Artificial Intel – Biden launches his 2024 campaign – targeting anything BIG. – OIL – surges higher…. Oh boy… – Treasury yields rise – short duration continues to be interesting. – …
JJ at 12 pm & Joey at 9 pm (Neely Snuck in at 6:45 am)/Try the Dover Sole
Things you need to know – – Stocks churn as they await more FED speeches. – Joey to address the country tonight in his SOTU speech. – Artificial Intelligence takes center stage as the big boys fight for the lead – Alexa, Chat GPT, BARD and now Ernie… Where’s Big Bird? – Bond fall, Yields rise, Oil rallies and Gold …
Can the FED Navigate a Soft Landing? – Try the Shrimp Scampi
Things you need to know – – Strong NFP reports opens the door to hikes thru June. – Unemployment goes down and not up, FED in a more difficult position. – Deep recession fears are fading, some now calling for that soft landing. – Dollar index rises, pushing commodities lower (think gold, oil etc.…) – JJ to appear at the …
OH Boy – the 3 Big A’s Miss and Warn/Try the Pork Cutlets
Things you need to know – – APPL, AMZN, GOOG miss and warn….traders taking just a bit back.. – NFP report today….will it be stronger or weaker? – Unemployment – will it tick up? – Oil – moves lower on ‘lack of China demand’ OMG – Try the Pork Cutlets Wrapped in Prosciutto and Pine Nuts WOW……the JJ effect continued …
JJ Said ‘X’ and the Algo’s Heard ‘Y’, Stocks Surge! Try the Potato Leek Soup
Things you need to know – – JJ says ‘more hikes to come’ but the Algo’s say ‘No, Cuts to come.’ – Stocks go from significantly negative to significantly positive. – Lots of eco data today – does it support JJ’s thesis? – Oil holding steady at $76.50…. Gold surges higher – Try the Potato Leek Soup Markets were …
T-7 hrs….Let the Countdown Begin – Try the Orrechiette
Things you need to know – – Stocks were on fire in January! – Is the Fed about to throw water on it today at 2 pm? – More earnings and more macro data today – ECB and BoE will report tomorrow. – Try the Orecchiette w/Sweet Sausage and Roasted Cauliflower Well – we are through the first month of …
