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 – …
S&P Pierces the Old High, Tech Takes the Lead (again), Ronny Out! – Try the Short Rib/Meatball Sunday Sauce
Things you need to know. – Stocks surge up and thru resistance establishing a new all-time high. – Tech is once again taking charge…as AI gets more and more sophisticated. – The VIX falls 14% in 3 days, Oil and Gold remain in a tight trading range. – Still no clarity on what the FED will do – but the …
Tech to the RESCUE! Apple gets an UPGRADE! – Try the Chicken Soup
Things you need to know. – Tech comes to the rescue! – Taiwan Semi – ignites a rally. – Treasuries slightly weaker – yields up a bit. – Dollar weaker, Oil up, Gold up – The FED has NOT committed to 3 cuts – It’s all speculation. – Try the Chicken Soup Technology wakes up and leads the way higher! …
Finally – it appears Someone is Paying Attn! Time to move on and re-focus – Try the Pan Seared Garlic Butter Rib-eye
Things you need to know. – Finally – they are paying attention! – Stocks did decline, but the pressure was less – just a repricing. – Bond yields rise – not unexpected – VIX rose as well, Oil continues to thrash around – Gold breached the next level of support – putting us in a new range – Try the …
Waller Confronts the 6 Cut Narrative, Stocks Fall, Bond Yields Rise – Try the Zucchini Lasagna
Things you need to know. – So, the 6 cut narrative isn’t really about 6 cuts. – Fed Governor Waller tries to reign it in. 5 more FED heads due out this week. – Stocks tumble, Vix rises. – The 10 yr. pierces 4% – Try the Zucchini Lasagna Stocks tumble, VIX rises, the 10 yr. pierces 4% (again), Gold …
Taiwan Elects Lai, Iowa Selects Donny, VIX up, Stocks Down – Try the Pan Seared Thighs in Onion/Mushroom/Spinach Orz…
Things you need to know. – Stocks struggle at the highs – lots of geo-political and economic stuff to consider. – Earnings season is now officially underway…so far – it’s a 100% beat rate…Amazing, no? – Taiwan elections take place – Beijing not happy. – Iowa – votes for Donny, then Ronnie, then Nikki. Vivek Drops out. – Hootie’s threaten …
