Things you need to know. –        Stocks take a break. –        BLS is due to make that revision today. –        Don’t expect the Fed to be surprised. –        JJ to speak on Friday at 10 am. –        Try the Classic Bolognese Churn, churn churn – stocks did nothing really…. after a stunning rally that took stocks up dramatically over the …

Things you need to know. –        UP, UP and Away – the Momo guys are in high gear. –        AAPL up 30% since Uncle Warren sold half his position. –        NVDA up 40% in 2 weeks. (Earnings out on the 28th). –        Oil down 3%, Gold UP and Bonds Flat. –        Jo Jo says Goodbye…. –        Try the Chicken Thighs …

Things you need to know. –        Stocks advanced going into the weekend. –        It’s all about the Jackson Hole Boondoggle –        DNC meets in Chicago. –        Try the Pasta Carbonara Ok – so stocks rallied into the end of the week in what has been a stunning show of strength. – The Dow up 97 pts or 0.25%, the S&P …

Things you need to know. –        Retail Sales explode higher. –        WMT Blows the house off the foundation. –        Stocks rally, Bonds fall, Oil up, gold down –        Housing and Building Permits today. –        Try the Pork Cutlet Milanese Jackie Wilson – 1967 – This is all you need to know about what investors think about the US markets (as …

Things you need to know. –        CPI does not surprise – it’s all systems go… –        Stocks Rally, Bonds Advance –        Oil under pressure, Gold suffers some profit taking –        Retail Sales due out this morning. –        Try the Chicken Pieces with Hot Sausage and Cherry Peppers. CPI comes in as expected so nothing to report here….and nothing to change …

Things you need to know. –        PPI causes the algo’s to go into overdrive. –        Stocks and Bonds Rally –        We await this morning’s CPI report. –        Oil churns – China demand slows while US demand is strong. –        Gold remains north of $2500. –        Try the Risotto  All’ Amarone And BAM!  Stocks rallied; bonds rallied causing yields to fall …

Things you need to know. –        Markets await today’s PPI. –        HD reports and beats, but stock is down 3%. –        Oil Rallies, Gold Rallies, Dollar weakens. –        Volatility subsides, but don’t count it out.  –        More eco data all week –        Try the Spinach Salad w/Grape Leaves and Feta Stocks came to a halt struggling for direction as bonds …

Things you need to know. –        Stocks took back almost all the earlier losses. –        2Q earnings have not been so bad. –        The Consumer is saying – “Enough is Enough”. –        Focus this week on PPI and CPI. –        Try the Spaghetti with Garden Vegetables. Here is my appearance with Maria Bartiromo on “Maria Bartiromo’s Wall Street Week” on …

Things you need to know. –        It’s been one wild week – stocks about to take back all the losses. –        So much for the Emergency FED meeting. –        US Jobless Claims surprise to the downside – igniting a rally in stocks. –        Oil up, Gold up, Bonds down. –        I’m having a Martini! Ok, let’s get this right – …

Things you need to know. –        Stocks remain confused. –        10 Yr. Treasury auction was weak. –        Markets need to repair the damage caused by Monday’s action. –        Bond yields up, Oil and Gold flat. –        Try the Mussels from Trieste “Dead Cat Bounce” Recall what I said yesterday…. the rally back on Tuesday was just that…. a Dead Cat …