Things you need to know. – Oil surges – The Saudi’s make good on their threat of supply cuts. – Oil Surges – the Russians make good on their threat of supply cuts. – Fed Governor Waller – plays on both sides of the fence – Hardly helpful. – Fed Funds Futures now pricing in only a 7% chance of …
Summer is Over – Start to Focus (again)/Europe in Stagflation? Try the Tomato Soup Surprise
Things you need to know. Summer is over – let the games begin. Asian, European and US markets is all lower today… Saudi’s and Russians pledge to continue production cuts – oil surges past $86/barrel. The race is on – will the FED hike or pause? Europe entering a period of ‘stagflation’??? Dollar up, Treasury yields up, gold down. Try …
Do you Remember – September? Futs up ahead of the NFP Report – Try the Chicken Pot Pie.
Things you need to know. – August ends mixed – Will September be a boom or a bust? – Today is all about the NFP report. – Futures are UP – anticipating a better report and a FED Pause – Oil is up – now trading at $84.40, Gold up, Dollar down, Bonds flat. – Try the Chicken Pot Pie …
Bad News IS Good News for The FED! Investors Continue to Take Stocks Higher -Try the Chicken Provencial.
Things you need to know. – Stocks rallied on some month end window dressing. – Eco data begins to show real signs of retreat. – The market is now convinced that rates have peaked. – Dollar falls, Gold, Oil and the commodity complex rally – Today is all about the PCE Deflator. – Try the Chicken Provencial Good morning, America! …
Hurricane Idalia Gets Ready to Hit, Stocks higher on Month End Window Dressing – Try the Dark and Stormy
Things you need to know. – Stocks rally on some month end window dressing and the belief that JJ is done. – Bond Yields decline, dollar up, oil up and gold up…. – It’s a bit week for eco data…. PCE and NFP are top of mind. – Try the Dark and Stormy **I will be joining Nicole Petallides today …
NVDA Fails to Ignite a Rally, JJ takes Center Stage at 10 am – Try the Baby Back Ribs.
Things you need to know. – So, NVDA did not end up igniting a fire, but maybe did create a storm. – Stocks FALL and fall hard…. – Jackson Hole is in full on mode – JJ, Chrissy and Andy are all due to speak today. – Futures are shaky, the Dollar is UP, Treasury Yields are UP, Oil is …
NVDA Smashes IT (again), Now it’s Jackson Hole – Try the Champagne Chicken Cutlets.
Things you need to know. – Stocks rose as we awaited the NVDA results – Investors remained on edge. – The market action revealing what we all knew – Jensen Huang was NOT going to disappoint. – NVDA absolutely BLOWS THE ROOF OFF THE HOUSE AND PREPARES TO BLOW IT OFF AGAIN IN 3 MONTHS – Anything Tech related surges …
It’s ALL about NVDA – Full Stop! DJT Absent in Debate – Who will Shine? – Try the Parmegiana Crusted Halibut
Things you need to know. It has arrived – NVDA earnings day – but you have to wait until 4:01 pm. Bets are big in both directions. With a bias to the upside – Do you really think Jensen is going to come on stage to disappoint? German economy falls deeper into the black hole. Dollar up, oil down, gold …
Tech Leads, Will NVDA Surprise? S&P Cuts Some Regionals – Try the Emulsified Aglio e Olio.
Things you need to know. – Is the correction over already? – S&P downgrades the regional banks. (Yawn!) – Investors brace for NVDA tomorrow – Jackson Hole starts on Thursday – JJ presents on Friday. – 10 Yr. Treasuries hit 16 yr. highs – Revolving Credit skyrockets. – Try the Emulsified Aglio e Olio. Tech led stocks mostly higher yesterday…. …
19 X’s Forward Earnings is NOT what the Dr. Ordered, Stocks Fall -Try the Mac & Cheese.
Things you need to know. – I told you this was a seasonally weak time of year. – The US economy remains strong, bonds under pressure sending yields even higher. 5% riskless is now the norm…. giving stocks a run for the $ – Try the ‘Not your Kid’s Mac & Cheese In case you missed it…….The US economy continues …
