Things you need to know. – It was a scene out of Batman & Robin – Stocks got beaten up, bond yields kiss 4.7%. – Eco data suggests brewing inflation. – FED commentary becomes more ‘cautious’. – Markets Closed on Thursday. – Try the Manfredi con La Ricotta Oh boy, it was like a scene out of Batman and Robin …

Things you need to know. – TECH does it again but leaves many behind. – S&P vs. Equal Weight S&P tell 2 different stories. – Bond prices decline yields rise – 30 yr yield pierces the April ‘23 high. – Oil and Gold steady. – Try the ‘Cestini di Parmegiana. Tech just continues to take the indexes higher….which is different …

Things you need to know. – Stocks rallied; Bond declined. – Oil surging renewed China demand and new Biden bans. – Gold contemplating JJ’s next move. – Lots of Eco Data this week, Earnings start on the 15th. – Try the Chicken Provencal Stocks rallied on Friday, charging higher – leaving 9 of the 11 S&P sectors in the green …

Things you need to know. – It was a head fake – early gains turned to end of day losses. – Oil surges – shrinking US crude inventories and stronger China demand. – Gold surges – think the ‘safe haven’ mindset. – Bonds tread water. – Today is the last day of the Santa Rally – LOL! How’d that work …

Things you need to know. – It’s a new year….2024 was not a disaster by any measure. – Stay focused – the issues have not changed. – XI Xi starts the year with a ‘warning’ – Quantum Computing ‘takes off’ – Try the Shepherds Pie. Happy new year! The volatility continued into year end for stocks, Santa took a break …

Things you need to know. – Santa appears to be ‘asleep at the wheel’ – Stocks continue to decline. – Bonds rally a bit – could they be entering the ‘interesting zone’? – Oil up, gold flat, Dollar kissing a high. – It’s NYE – go enjoy yourself, it will all be here on Thursday. – Try the Ricotta Coffee …

Things you need to know. – Stocks waver as we say good bye (or is that Good BUY) to 2024. – Contra trades proved to be the winners on Friday. – 10 yr bond yields at 4.6% – posing a ‘problem’ for some stock investors. – Oil and Gold holding steady, Dollar advances. – Try the Blistered Cherry Tomatoes on …

Things you need to know. – Stocks wavered and, in the end, did little. – Eco data does not change anything. – FED expected to remain on hold for 1st half of 2025. – Gold, Oil and Bonds tread water. – Try the Spaghetti con Crema di Cipolla e Parmigiano. What started out weak yesterday morning – ended mixed…. the …

Things you need to know. – Stocks rose pre- Christmas and are weaker post-Christmas. – Europe closed for Boxing Day. – No Eco data to worry about – 10 yr bond yields are now above 4.6%. – Volumes remain muted – only 4 trading days left in 2024. – Try the Shrimp Oreganata So, stocks rose on a holiday shortened …

Things you need to know. – Stocks did 180 and closed higher on Friday. – PCE a bit better – and that sent the algos’ into overdrive. – Oil steady, gold down, Bonds mixed. – It’s a holiday week – (next week too) so don’t overthink it. – Try the Candied Pecans So, what happened to the weakness? What happened …