Things you need to know. – It is FED Day – investors expect a hike but brace for the guidance. – Oil gets slammed on global economic concerns – expect the Kingdom to announce more cuts. – Every sector got hit – other than Consumer Staples (think defensive) – Tech and Gold traders are betting on a pause…if not a …
Jamie ‘Wins’ – and JPM Gets Even Bigger, Janet Warns of Another Crisis – Try the Cavatappi
Things you need to know. – It was all about Jamie and his takeover of FRC. – Janet Yellen warns of another ‘crisis’ if we don’t get an increase in the debt ceiling (Yawn….) – Joey – invites both sides to the WH to discuss. – FOMC starts today – details tomorrow. – Try the Cavatappi with Arugula and Beans …
Stocks Continue to Push Higher…But are they Tired Yet? Try the Orrechiette & Baby Clams in a Champagne Sauce
Things you need to know. *I am travelling in Europe – spotty internet access…This morning I come to you from Montenegro* Stocks continued their move higher last week….…as investors/traders and algo’s digested the latest round of earnings against the more recent round of economic data. On Friday – we all witnessed the final collapse of First Republic Bank – a …
AMZN BEATS but WARNS of the Cloud – XOM, CVX Due Today – Try the Eggs in Purgatory
Things you need to know. **I will be travelling next week in Europe – speaking at the Forbes Investor Summit – I will try to post each day…. along with making the daily video from a different European locale….…. If I miss a day or two – don’t stress…. I’ll be back! ** – AMZN reports better – they take …
Tech Fails to Support the Broader Mkt…Try the Spaghetti w/Asparagus and Pancetta
Things you need to know. – Tech fails to rally the broader market – but it did provide excitement. – Big earnings day and the beats keep rolling in. – Is the FED jawboning the next move? – Oil fills the gap! Let’s see what happens next. – Try the Spaghetti w/Asparagus & Pancetta Big tech (think GOOG and MSFT) …
Stocks Finally React and they get Whacked, GOOG Beats (Pichai Payday was the Clue) – Try the Seared Scallops
Things you need to know. – Companies report beats on EPS but offer tepid forward guidance. – GOOG beats and authorizes a buyback….and they paid Sundar some $220+ million. – MSFT makes a big bet on AI – but we knew that. – 40 more companies report today…. – Patience is a virtue…. sit tight. – Try the Scallops And …
Some Big Tech’s Report This Week, FED in Lockdown Mode, Big Negative Bets in the 10 yr. Try the Shells w/Sausage and Peas
Things you need to know. – Stocks remain rangebound. – Big earnings week – Big Tech in focus – Traders make a big, short bet in the 10 yr. treasury – Is there a Black Swan event just ahead? – Try the Shells w/Sweet Sausage and Peas Stocks remained rangebound last week (think 4000/4200 band) after mixed earnings and mixed …
Been a Long Week, Keep your Eyes on the VIX – Try the Easy Pork Loin
Things you need to know. – Stocks continue to meander…. with a bias lower – Earnings are what they are, guidance is cautious and that is causing stocks to struggle. – Eco data is slowing, yet FED heads push for more. – Is the VIX getting ready to explode higher? – Try the Easy Pork Loin Well, it’s been a …
Stocks Stuggle for Direction…Central Banks Hint at MORE Hikes – Try the Short Rib Ragu over Pappardelle
Things you need to know. – Stocks struggle looking for direction. – We are now getting into the heart of the earnings season. – The BoE and ECB hint of MORE hikes…. Will the FED follow suit? – IBM & TSLA report – look for AXP, T, TFC FITB and more today. – Futures pointing lower…. – Try the Short …
Markets Appear to be Tiring, Hints of Ongoing Hikes a Real Risk – Try the Steak Florentine
Things you need to know. – Housing Starts better but Building Permits worse. – We have a 71% beat rate so far….in line with historical averages. – Market feels toppy and tired, FED talk hints of hikes beyond May? – UK inflation back above 10% (think REVERSAL!) – Treasury yields UP, dollar UP, Gold and Oil Down – Try the …
