Things you need to know. – 3 yr. note Auction goes well, the 10 yr. auction is today. – More FED Heads repeat the same narrative – Change your expectations. – Chip Stocks come under a bit of pressure. – Regional Bank stocks under pressure too…. NYCB gets smashed. – And look at those transports! Shippers/Rails having their day in …
JJ Says it Again, FED Members Confirming. Treasuries decline, Oil & Gold Steady/Try the Herb Pork Chops
Things you need to know. – Has JJ finally made them understand? – Broader market adjusts – yet anything AI continues to climb. – Treasuries decline – sending yields higher…. – Oil & Gold hold steady – Lots of FED speakers this week…. – Try the Herb/Balsamic Pork Chops So, JJ took to 60 minutes on Sunday evening and said …
NFP Surprises, META Blows the Roof Off the Place, US Strikes back in the RED Sea – Try the Spaghetti Carbonara
Things you need to know. – NFP surprises everyone (except JJ). – META takes the Win! Advancing 20%! – Note the weighting of some of the biggest ETF’s. – US strikes back, Iran calls it a ‘strategic mistake’. – This is the last big week of earnings… – Try the Spaghetti Carbonara So, in January 1984 – the Eurhythmics sang …
AMZN & META Blow the Place Apart! China Hurts AAPL – Try the Porcini Rubbed Rib-Eye Tagliata Style
Things you need to know. – The March rate cut narrative is NOT DEAD. – Tech led the way down and then it led the way UP. – AMZN & META Tear it Up, AAPL gets slapped. – It’s NFP day…. estimates range from 110k – 250k jobs created. – Factory Orders and Durable Goods after that – Try the …
OK – Stop the Whining, Put on Your Big Boy Pants – Try the Bucatini with Red/Orange Bell Pepper Sauce
Things you need to know. – Wake up…JJ said stop your whining…. We are not there yet. – The algo’s are not happy, stocks get punched in the face. – But if you played it from the short side – you won! – Janet ups the ante – bringing more long-term debt to the market. – The VIX spiked higher…. …
The FED Goes Behind the Iron Curtain, Mkts Await MSFT, GOOG, AMD and more – Try the Dover Sole
Things you need to know. And BANG! Stocks go higher! Janet cuts the funding requirement – I think it’s baloney! Bonds rally. The FED is behind the Iron Curtain…Now we wait. MSFT, GOOG, AMD due out AFTER the market closes. Tensions in the RED Sea remain high. Try the Dove Sole Meuniere Stocks started the week with a BANG! All …
Inflation is Cooling, but the Hootie’s (Iran) are Heating things UP! It’s a Big Week – Try the Breakfast Oatmeal
Things you need to know. – Inflation continues to cool – reigniting the rate cut demands. – Former FED President changing the equation to make his case – but he is a ‘Former President,’ so he has nothing to really say, other than ‘leak’ FED thought? – The Hootie’s launch a drone attack on the Americans and Iran says they …
Remember Katrina and the Waves? Walking on Sunshine! Stocks Surge – Try the Roasted Sea Bass
Things you need to know. – We are walking on Sunshine…. – GDP Stronger, Personal Consumption Stronger – Stocks and bonds march higher…. – Oil surges on larger drawdowns, Xi Xi tells Iran to settle down. – AMEX allocates MORE money to Loan Loss Reserves…Oh boy! – Try the Roasted Sea Bass w/Bacon, Leeks Bathed in White Wine Stocks continue …
TECH Takes the Stage (again), Traders Still Betting on a Rate Cut – Try the Grilled Lamb Chops
Things you need to know. – Tech takes the lead again…. – NFLX suggests more people are staying home. – Eco data remains robust. – Bond auction disappoints – Treasury to announce borrowing schedule. – Try the Lamb Chops with Orange Butter Tech takes the lead again…..The ‘tech heavy’ Nasdaq 100 up 55 pts, the S&P eked out a 4 …
ASML is the Latest Tech Stock to IMPRESS, Buckle Up- Try the Fried Meatballs (for the Gravy!)
Things you need to know. – And the rally rages on…. ASML the latest to ‘impress’ – Tech stocks on ‘fire’ again…. – Earnings, earnings and more earnings…. – NFLX misses the estimate but delivers on subs. – Try the Fried Meatballs for the sauce. So, what looked like maybe, just maybe there would be a pullback in stocks – …
