Things you need to know. – Stocks SNAP their winning streak – It’s about time! – You can point to 6 reasons why….Any of them work…. – The VIXY (Insurance Product) surges by 6% – Hello? – Try Nana’s Cheesecake – this is one you’ll make over and over. Stocks did WHAT? The VIX did WHAT? The Hooties did WHAT? …
Austan Says “Not so fast” While Mary says “Cuts are Appropriate” – Oh Boy! Try the Candied Almonds
Things you need to know. – The story continues….1 more FED head tries to talk it down while another one talks it up… – Bonds just churn. – Stocks advance on declining volumes (think Holiday). – Oil advances as the Iranian’s create chaos in the Red Sea. – Japan to buy US Steel? – Try the Candied Almonds – I …
“The British Are Coming” What Do Paul Revere and JJ have in Common? Try the Simple Blanched Broccoli
Things you need to know. – The British Are Coming, The British Are Coming…or are they? – Williams and Mester both PUSH BACK on expected rate cuts as they try to temper the mood. – Oil continues to struggle; US production stuns the Saudi’s so – What’s next? – Gold digesting the latest narrative…. It remains in the $1990/$2050. – …
It’s a MELT UP Going Into Year End! Try Grandma Emma’s Ragu
Things you need to know. – Priced to perfection – Stocks, Bonds, Oil and Gold continue to advance. – ECB says ‘We did NOT discuss rate cuts’ – comical because JJ said the same thing only 1 month ago. – The 10 yr. breaches 4% – Oil demand seen rising in 2024. – Try Grandma Emma’s Ragu Confidence is defined …
So, Higher for Longer is NO longer the Narrative? OK – strap in…Yields Plunge, Stocks and Bonds Surge! Try the A…
Things you need to know. And the PIVOT ‘officially’ begins…. investors, traders and algo’s go all in on stocks and bonds! The headlines are on FIRE….as the FED makes it clear that ‘higher for longer’ isn’t really ‘higher for longer’ – it’s just ‘higher for shorter’ as the DOT plot now shows a strong bias to lower rates in 2024 …
Stocks Up, VIX down, Is OIL making a Presidential Prediction? Feast of the 7 Fishes – #7 Mussels Posillipo
Things you need to know. – And the rally just won’t quit – the VIX remains complacent. – Small & Mid-Caps up 15.2% in 6 weeks – 30 yr. – $21 billion bond auction this morning…. – Is oil making a Presidential prediction? – Feast of the 7 Fishes – #7 Mussels Posillipo And the rally just won’t quit…. stocks …
NFP Stronger or Not? Big Bond Auction Week and Sales Everywhere/ – Feast of the 7 Fishes #6 Stuffed Calamari
Things you need to know. – NFP was stronger? Or was it? – Dow, S&P and Nasdaq make NEW closing 2023 highs! – 3, 10 and 30 yr auctions this week – Will bonds go on Sale? – CPI, PPI and FOMC are all due this week. – Jo Jo buying Oil – so it finds support at $70… – …
Get Ready To Give it All UP – The Computer can Walk, Talk & Argue! Feast of the 7 Fishes #5 Bay Scallops in Black …
Things you need to know. – Auto Generated AI – get ready…. – Magnificent 7 – push higher. – NFP due out at 8:30 – the clock ticks – Have the Saudi’s lost control? – Feast of the 7 Fishes – #5 Bay Scallops in Black Truffle Cream Get to know ‘Auto Generated AI’ because it’s here….and what does that …
Call the Stock Police! Market Under ‘Pressure’ for 3 Days Now! Feast of the 7 Fishes – #4 Baked/Broiled Salmon
Things you need to know. – Stocks close LOWER for a 3rd day! OMG! – The eco data is weakening…Is this the start of the slowdown? – Oil – hits a vacuum and falls by 3+%. The Saudi’s are NOT happy. – More job cuts on the horizon…. – Is the VIX starting to whisper something? – Feast of …
And Treasuries Con’t to Rally! Anything Crypto is Alive and Well/Feast of the 7 Fishes #3 Feta Shrimp
Things you need to know. – Treasuries continue to rally; Yields continue to decline. – Bitcoin and everything ‘crypto’ finding NEW life. – Market continues to ignore the FED, but the FED is not wavering. – The US is now exporting ‘record’ amounts of oil to the world – putting pressure on prices – The Kingdom is NOT happy. – …
