Things you need to know ~ So it’s over – well maybe not completely….the GOP takes the House but leaves the Senate hanging in the balance Markets in slight retreat after surging ahead of the election Investors to assess what it all means – in the end politics don’t price stocks Stick to the plan, this is not the time …
It’s Election Day – Get out and VOTE -Try the Honey Cornbread for Thanksgiving
Things you need to know ~ It’s all about the election – nothing else All eyes on the Senate – they have given up on the House Trump to make a ‘big’ announcement next week Joey preparing the country for ‘days of vote counting’ – don’t expect many answers tonight Try the Honey Cornbread for your Thanksgiving table. Stocks …
Elections, Economics and Retailers Are All in Focus – Try the Sweet Sausage Stuffing
Things you need to know ~ NFP report is stronger, re-iterating what JJ told us Some investors are suffering from FOMO – but that’s because they try to time the market Oil is trading at $92/barrel up 22% since Joey started to empty the SPR And it’s Election week – 40 million early ballots have been cast, is the wave …
NFP Due Out, What will it reveal? – 4 days until the MTE – Try the Deep Fried Turkey
Things you need to know ~ 8:30 am – The monthly NFP report- just 4 days ahead of the Mid-terms US Futures are UP this morning (relief) Is the new terminal rate above 5% – Yes it is – and is now somewhere between 5.10% – 5.25% – and likely going even higher CPI and PPI out next week – …
You Ain’t Seen Nothing Yet! Baby, you just ain’t seen nothing yet – Try the Spaghetti Al’ Olio
Things you need to know ~ You Ain’t Seen Nothing Yet – Think BTO – 1974 Fed speech was a word salad…. Fed sees the terminal rate higher than previously thought Rates to rise by 50 or 75 bps in December Algo’s go into panic mode – sending stocks tumbling Try the Spaghetti Al’ Olio Fed raises rates AND signals …
Countdown to 2 pm & Mid-Terms Heating Up, Early Voting is Heavy – Try the Pumpkin Risotto
Things you need to know ~ Countdown to 2 pm….What’s NEXT? Oil demand is alive and well and China looking to relax Covid lockdowns Dollar index retreats a bit/Gold remains steady Mid-terms only one week away – and it’s really heating up Try the Pumpkin Risotto for Thanksgiving Stocks ended slipping a bit lower yesterday – after a good ‘ole …
Stocks March Higher, AAPL UP, AMZN DOWN – Try the Parmegiana Crostini
Things you need to know ~ It was a great week – will we see follow thru this week? AAPL up while AMZN gets beaten up – Did investors overreact? OIL remains in tight range – China continues to ‘lock down’ Another big earnings and economic data week Try the Parmegiana Crostini Good morning…so where should we begin to explain …
Lonnie Takes Control and Tech Continues to Wreck – Try the Greek Style Filet of Sole
Things you need to know ~ Elon takes control of TWTR Tech continues to wreck the Nasdaq….but is there opportunity? PCE Deflator is out today – what will that say about inflation? XOM and CVX smash estimates – both stocks UP in the pre-mkt We await next week’s FED meeting and then the Mid-terms Try the Greek Style Filet of …
Earnings Season Kicks into High Gear – 150 reports Due Out – Try the Stuffed Cubanelle Peppers
Things you need to know ~ ** I will be travelling tomorrow morning early – so next note is on Wednesday. ** So? Will the FED change the narrative? BIG, BIG earnings week – strap in for 30% of the S&P to report Xi Xi is now China’s ‘forever’ leader– Stocks in Hong Kong plunge Mid-terms are heating up…. Nancy …
10 Yr now Yielding 4.27%; Stocks under Pressure. – Try the Breaded Pork Cutlets
Things you need to know ~ Lizzy is out…. Who is next? Earnings reports losing momentum – Today we get AXP, VZ and HCA SNAP collapses on its disastrous report – stock down 25% dragging the group lower. Oil down on the ‘economic slowdown’ story again…. Mid-terms heating up….18 days to go… Try the Breaded Pork Cutlets Bathed in White …
