Things you need to know. Dow and S&P close at new RECORD highs. Gold rallies, Bonds rally, Oil sits tight. FOMC mins suggest ‘CAUTION’. Claudia and Justin called Mar-A-Lago. Try the Pumpkin Pie Click on the link below to send me a message – put KP in the message box and I will give you a call to discuss markets …

Things you need to know. Markets celebrate the Scott Bessent nomination. Stocks surge! Trump announces 25% tariffs on Mexico and Canada to stem the flow of illegal immigration. (Tariffs imposed on January 20th). Adds an add’l 10% for China to stop the flow of fentanyl. Bonds, gold, and oil all trade lower – VIX screams ‘nothing to worry about.’ Bitcoin …

Things you need to know. –         Strong retail earnings and strong eco data drive stocks higher. –         Bitcoin comes close to piercing $100k – ‘close but no cigar’. –         Dollar rallies, Commodities Rally, Bonds are confused. –         Trump picks Bessent as Treasury Secretary. –         Try the Italian Wedding Soup Stocks marched higher on Friday…. driven by strong retail earnings (think …

Things you need to know. –         Stocks continue to retreat – giving back 60% of the election gains. –         Trump making a range of cabinet nominations – mkts assess. –         Bond yields kiss 4.5%, oil under pressure. –         Goldman pushing Gold for 2025. –         NVDA earnings are the focus for Wednesday. –         Try the Stuffed Chicken ‘Balls’ Stocks fell again …

Things you need to know. –         CPI did not surprise, what will the PPI say about the state of inflation. –         10 yr bond yields kiss 4.48%. –         NON- OPEC Oil supply expected to increase in 2025. –         Commodities continue to come under pressure as the dollar advances. –         Expected rate cuts from the ECB, BoE and the FED continue …

Things you need to know. –        Stocks close at another NEW high. –        Dollar rallies, Oil falls and Gold gets punched in the face. –        Bitcoin and anything Crypto celebrate Gensler’s demise. –        Lots of FED speak this week…. Pay attention to what they say. –        Try the Stuffed Cubanelle Peppers with Thanksgiving dinner.   The post-election rally continued to …

Things you need to know. –        S&P busts up and through 6000! –        SMIDS now up 19% ytd…. –        Bonds stage a small rally, yields decline. –        Gold and Oil is under a bit of pressure as the dollar continues to rally. –        Try the Roasted Thanksgiving Turkey Stocks continued to rally closing out another blockbuster week – driven by …

Things you need to know. –         Trump wins a second term and becomes the both the 45th and 47th President. –         The Blue wall turned Red. –         In the end – “it’s the economy, stupid”! –         Futures on FIRE, Bond yields surge –         OIL and Gold down, VIX collapses. –         Try the Shells It is morning in America!  The country …

Things you need to know. It is that time of year when the NYC charitable fundraisers kick off…As you know, The Headstrong Project is dear to me. I am chairman of the ‘advisory board’ that seeks to raise awareness of the work we do on behalf of our veterans that suffer from PTS.    (getheadstrong.org). Our NYC Gala takes place on …

Things you need to know. It is that time of year when the NYC charitable fundraisers kick off…As you know, The Headstrong Project is dear to me. I am chairman of the ‘advisory board’ that seeks to raise awareness of the work we do on behalf of our veterans that suffer from PTS.    (getheadstrong.org). Our NYC Gala takes place on …