Things you need to know. – Froth – remember that word. – Tech gets punched in the face. – Put it perspective – were those results REALLY disappointing? – Yields up, OIL UP, Gold flat. – Today is NFP, Tuesday is THE election – although millions have voted. – Try the Porcini Rubbed Lollipop Lambchops *If you’d like to learn …
GOOG Crushed it, Mkts Await Earnings from META & MSFT. Rising Yields, FED Decision & Election Anxiety just Ahead – T…
Things you need to know. – GOOG knocks it out of the park. AMD offers weaker guidance. – META & MSFT due after the bell. – Bond markets around the globe are signaling ‘caution’. – Oil flat, gold kisses $2800. – Try the Spaghetti with/Emulsified Aglio e Olio. *If you’d like to learn more about Slatestone Wealth – Click here …
Tesla’s Explosive Earnings Boosts Musk’s Fortune, Eco Data Strong – Yields UP and that Sends Fed Scrambling on Infla…
Things you need to know. – TSLA CRUSHED IT…Stock +22% Energy generation/Storage +52% – IBM/HON disappoint- put pressure on the Dow. – Eco data remains robust, Bond Yields Rise… – What will JJ do at the next meeting? – Try the Pumpkin/Butternut Squash Risotto *If you’d like to learn more about Slatestone Wealth – Click here and put KP in …
Markets Under Pressure: Exhaustion, Rising Yields, and Bond Vigilante Take a Stand – Try the Pappardelle
Things you need to know. – Stocks, bonds, gold all trade lower…. – Yields kiss 4.25%. – The VIX trades 5% higher – Earnings and Eco data send mixed signals. – Try the Pappardelle Walnut/Basil/Burrata Pesto “Oh no Toto – I have a a feeling we are NOT in Kansas anymore” – Dorothy Gale – 1939. Remember what I told …
Mkt Exhaustion: Investors Reconsider Rates, Political Uncertainty Amid Mixed Earnings, Rising Yields & Geopolitica…
Things you need to know. – It’s exhaustion…. – 10 yr. bond mkt is telling us that it ain’t over… – Oil holding steady, gold making new highs. – “All Roads Lead to Inflation” – PTJones – Try the Root Beer Ice Cream Float (Think KO earnings!) Stocks churned as investors/traders and algo’s reconsider the FED’s rate cut narrative along …
Stocks, Bonds Sell Off as Investors Eye Fed Moves and Earnings – Stick to the Plan and Try the Classic Lasagna!”
Things you need to know. – Stocks sold off! Bonds sold off! Yields Pierce resistance at 4.17% – Gold steady, oil up, dollar up – Investors reconsider the data and the next Fed move. – Futures lower this morning…Stick to the plan. – Try the Classic Lasagna Good morning. For those of you who saw my morning video yesterday you …
Momentum is alive as Mixed Data and Earnings Fuel Market Gains Amid Geo-Political Uncertainty and Fed Speculation – Try the Penne w/Pumpkin Cream and Sweet Sausage
Things you need to know. We are now all in on the earnings season…it’s a big week. Tech earnings expected to explode higher. Early Voting is now in FULL Swing…. Bonds churn, Gold up, oil up. Try the Penne w/Pumpkin Cream & Sweet Sausage And it continues to be ‘Game On’ as investors, traders and algo’s continue to take stocks …
Strong Economic Data Fuels Rate Cut Uncertainty: How Will Markets and the Fed Respond – Try the Linguine
Things you need to know. – Eco data is undeniable – Retail Sales are Strong. – Initial Jobless Claims decline, Philly Fed Business Outlook Surges. – What will JJ do now? Bond Yields tick higher. – Gold continues to surge. – Try the Linguine w/Shrimp, Arugula, Tomatoes and Mascarpone **I am at the money show in Orlando today. Next week …
Rotation Drives SMID and Transports to All-Time Highs, Tech Takes a Backseat as Investors Diversify Amid Interest …
Things you need to know. – Stocks pulled a fast one…SMIDS and Transports hit all-time highs. – The big rotation continues…. – Oil struggles, but GOLD enters a new century! – 10 yr. bond yields remain above 4%. – JoJo forgives another $4.7 billion of student debt and shifts the burden to us. – Try the Fried Chicken Cutlet – …
Markets Jolt as ASML Surprises with Disappointing Earnings, Sparking Broad Sell-Off Across Tech. LVMH does it agai…
Things you need to know. – ASML surprises (not a good surprise) stock falls 16% – LVMH down 6% today…they also surprised. – Bonds rally yesterday but decline today. – Oil – down another 3.5%, Gold kisses $2700. – More Earnings… – Try the Vermont Maple/Bourbon Marinade ASML offers a disappointing forecast and BOOM…..Tech got whacked…Now ASML is one of …