Things you need to know It’s a tangled web we weave Stocks churned as it digested the recent move higher Nancy flies to Asia – will she stop in Taiwan and if so, what will be Xi Xi’s response? Joey takes out an Al Qaeda operative – hoping to change the narrative Treasury’s remain inverted, Oil a bit lower on …
It’s August 1st….Mkts Digesting July’s Surge – Try the Pesto Pomidori
Things you need to know Stocks end July on an UPTICK Neely Khashkari is the new voice of the FED Vlad slows the flow of gas to Europe – plan is to keep them cold all winter The yield curve is still inverted Try the Pesto Pomidori And July goes out with a BANG…. stocks rose again for the day …
Stocks Up, AMZN & APPL are flying Higher – Try the Apple Pie!
Things you need to know Stocks march higher….GDP is negative but no recession in sight Yields are still inverted – isn’t that an issue? Earnings continue to drive the action…..AMZN and AAPL do NOT disappoint Try the Apple Pie (and Ice Cream) Stocks close higher – extending gains that we’ve seen this month leaving many to ask – did …
JJ Raises by 75 BPS and Promises More to Come – Try Camille’s Summer Prelude
Things you need to know Jay Raises Rates by 75 bps, promises more and then less Says we are not in a recession and the WH confirms that we aren’t in a pre-recession either! He also promised to be ‘less transparent’ going forward. Stocks explode higher – but will they retreat? Try Camille’s Summer Prelude Stocks EXPLODED higher on the …
Job Losses, Mixed Guidance and the FED All Weigh on Stocks – Try the Summer Salad
Things you need to know The mixed results continue to roll in MSFT and GOOG miss – they had no where to go but UP, META reports tonight Consumer Staple names remind us of their pricing power It’s the July FOMC meeting – T- 8 hrs. Try the Orzo Summer Salad Stocks too it on the chin on Tuesday…..the negative …
Rush to Re-Define! WMT Makes It Real – Try the Rib-eye Pizzaiola
Things you need to know * The Rush to Re-define what a Recession is…. * WMT pre-announces – and it wasn’t pretty * Food/Energy inflation are real…WMT points that out * Today starts the 2 day FED meeting – will we get an 11th hr surprise? * Remember- Earnings are beating ‘slashed estimates’ & Guidance is weak– is that a …
Get Ready – It’s a BIG week – Try the Grilled Pizza
Things you need to know It’s a big week – Earnings, macro data points and the FED Treasuries remain inverted, Yellen says we are not in a recession, nor are we going into one Oil – remains in the $87/$100 trading range, while Natural Gas spikes China tells Pelosi to stay home – What will she do now? Where is …
ECB Goes Big, SNAP, SNAPPED, Are AT&T Customers Saying Something? – Try the Rib-Eye
Things you need to know ECB raised by 50 bps and introduces a new initiative Draghi resigns – Italy to hold Snap elections in September Speaking of SNAP….SNAP SNAPPED! – stock is down 27% in one move Is AT&T telling us to get ready for tougher times ahead? Try the Pan Seared Rib Eye – Bathed in Butta! The ECB …
Vlad Turns On the Nat Gas, Europe Exhales – Try the Mussels Posilipo
Things you need to know Vlad turns on the pipeline allowing Europe to catch their breath – but for how long? Oil is under pressure – down $5 as inventories rise – suggesting demand destruction Housing under attack, mortgage apps continue to fall Earnings, earnings earnings… Try the Mussel Posillipo Stocks ended the day up….Nasdaq and the Russell (small and …
The Sun is out and Stocks Sizzle, Europe Waits for Nat Gas – Try the Mostacioli
Things you need to know It is HOT out there and stocks sizzle Demand for energy surges around the globe What will Vlad do with the Nordstream Pipeline? – Europe awaits Treasuries remain inverted – but no one even talks about it anymore Earnings continue to dominate the news Try the Mostaccioli w/Sweet Sausage, Red Onion, and Cannelloni Beans It …
