Investor’s re-think everything – as Santa Claus gets ‘locked down’ Hysteria around rising case counts vs. severity counts – there is a difference Europe threatens renewed lockdowns, US is said to be mulling it over as well – Blue states on the edge MRNA comes out and reports efficacy rates for their ‘booster’ (conveniently it’s good news – stock rallies …
BoE Raises Rates, ECB Does Nothing, & Investors re-think What’s Happening – Try the Cheesecake
Things you need to know Investors re-think the commentary It’s a big options trade day today and many are pointing to that to explain the weakness BoE raises rate taking first mover advantage, the ECB stands still Oil rallies yesterday on increased demand and falls today on increased cases of Omicron – Yet GS has something to say Try Nana’s …
History Repeats Itself – Get Ready for Wage/Price Spiral (1978/79) – Try the Butterscotch Clusters
Things you need to know History does repeat itself…. Get to know the 1978/79 Wage/Price Spiral In this case – it’s good to be a dinosaur – because WE remember what happened. Expect markets to churn into the 2 pm hour – when the show starts. IEA cutting demand for oil because of Omi – while OPEC increases the outlook …
Dumbo is in the Room! Weakness has nothing to do with the Virus – Try the Linguine Puttanesca
Things you need to know There is an ELEPHANT in the room and his name is Dumbo…. Market weakness is not about Omi, Delta or even Covid 19 PPI report expected to be even HOTTER than the already HOT estimate FED announcement tomorrow – The Q is about rates not taper. Try the Linguine Puttanesca- You see the main st …
CPI was HOT, but NOT HOT Enough! -Try Remo’s Panpepato Cookies
Things you need to know CPI is HOT, but apparently NOT HOT enough to deter investors Bill Ackman suggests it is 10% and not the 6.8% we were told PPI is due out tomorrow – BIG Central Bank week – FED, BoJ, BoE and ECB all due Try my Italian Twitter friend Remo’s Christmas Cookie CPI came out at 8:30 …
Countdown to 8:30 am, Will CPI Make New Highs? -Try the Broccoli
Things you need to know Stocks backed off a bit ahead of today’s CPI All eyes on the clock…8:30 am will be the moment of truth The FED is now in ‘quiet mode’ but will that stop Jimmy B from taking the stage? PPI on Monday – that is the other key data point for the FOMC meeting Try the …
Markets UP, but are Investor’s Tiring? CPI Tomorrow – No Sleeping/Feast of the 7 Fishes – #7 Bay Scallops in Black Truffle Cream Sauce
Things you need to know Markets advance – but appear to be a bit tired PFE and AstraZeneca make real headway against Covid and its cousins Oil continued to advance; Treasury yields advanced Investors await tomorrow’s CPI report Feast of the 7 Fishes – #7 Bay Scallops in a Black Truffle Cream Sauce Risk Assets continue to march upward…. after …
Breaking News – PFE Says 3 and Done! Stocks Surge/Feast of the 7 Fishes – #6 Baked/Broiled Salmon
Things you need to know ***Breaking News – PFE announcing that their ‘booster’ shot is enough to neutralize ‘Omi’ – so there is NO need to develop a whole new vaccine….US futures which were down have now gone positive…. *** Stocks continue to push higher into year end, Omicron fears subside Oil up again, US futures up again – Santa …
Maybe there IS a Santa Claus? Stocks Surge, Omi Fear Subsides/Feast of the 7 Fishes – #5 Mussels Posillipo
Things you need to know Stocks go Risk on as Omicron Fears are Overblown Treasuries Fall, Yields Rise Oil continues to advance – now up $9 in 4 days… Fed to announce a doubling of the taper schedule Feast of the 7 Fishes – #5 – Mussels Posillipo “Yes Virginia – there is a Santa Claus…” At least there was …
FED Gets Even More Hawkish, Tech and Crypto’s Suffer/Feast of the 7 Fishes – #4 Feta Shrimp
Things you need to know It was a tough week for nearly everything Crypto’s came under renewed pressure as the FED considers even more hawkish moves Oil – continues to rally even as OPEC promises to increase supply Omicron – is not turning out to be the as dangerous as they want you to believe. Cases remain mild…. Feast of …
