Things you need to know. –        Stocks remain confused – downs are dramatic, and ups are dramatic. –        Bond auctions show signs of weakness, sending yields up. –        Moody’s downgrades outlook to negative, leaves credit at Aaa. –        Gov’t shutdown looming, Can Mikey Johnson Save the Day? –        Try the Scallops bathed in Vermouth. Stocks rallied HARD on Friday…. …

Things you need to know. –         The 10 yr. bond auction went off a bit weaker than expected – today is the 30 yr. auction. –         Are investors expecting a Harder landing or not? –         Nothing on the economic calendar that will drive the action. –         JJ to speak about Challenges for Monetary Policy. –         Barking & Logan to play …

Things you need to know. –         The rally fades – but that should not be a surprise –         Janet to bring $112 billion to the market this week – how will it be received? –         Gold down, Oil down as the War Risk Premium fades –         Shells w/Sweet Sausage, Pancetta and Cannelloni Beans Hello? Reality Check – Aisle 2……. What …

Things you need to know. –        NFP comes in better – so think bad news is good news for the markets. –        Traders/investors and Algo’s all betting that the FED is done. –        They are also betting on sooner than expected rate CUTS. –        Stock and Bond prices surge – yields collapse, VIX collapses –        Gold down small, oil is …

Things you need to know. –         Sammy is going to jail for a long time. –         BoE joins the ECB and The FED – holding rates steady again. –         Mkts now expect the FED to halt rate hikes – bonds surge, stocks surge. –         Try the Apple Cinnamon Pork Chops SBF (Sam Bankman-Fried) is found GUILTY on all counts…. faces …

Things you need to know. –         Stocks rally hard – Dow gains 550 pts! S&P back into the ‘normal trading range’ –         Let’s not get too excited – we were in a ‘well oversold’ condition. –         Today begins the 2-day FED meeting – results tomorrow at 2 pm. –         Gold up, Treasuries steady, Oil lower on declining worries. –         Some …

Things you need to know. –        The S&P enters the ‘correction zone’ leaving only the Dow in the ‘normal zone.’ –        The Middle East conflict did not go into overdrive – oil lower, gold steady and stock futures point higher. –        Treasuries continue to churn – but the path of least resistance is higher for yields. –        Try the Quick …

Things you need to know. –         It’s been a brutal week – on a number of fronts. –         The Dow is the only index not in correction territory. –         Bond yields continue to cause an issue for stocks. –         Are earnings telling the whole story? –         Janet Tells us that surging rates are good. –         Gold UP, Oil Up –         …

Things you need to know. –        Stocks end the week, weak and start the week, weaker –        10 yr treasuries are once again above 5% this morning –        The war in Israel intensifies –        Stocks in Europe lower –        It’s a big earnings week – 30% of the S&P to report. –        Try the Fusilli And the beating just won’t …

Things you need to know. –        JJ takes the stage in the morning while Jo Jo takes to the oval office at night. –        Fed to pause again in November while the President requests $1 billion in aid for both Ukraine & Israel to defend themselves against the enemy while also providing money in humanitarian aid for the Palestinians. –        …