Things you need to know Markets churn a bit higher Electric Vehicles stealing the spotlight and investor dollars Dollar continues to rally – putting pressure on commodities – think oil Lots of DC chatter – nominees and spending….what does it all mean? Try the Classic Mashed – Another Thanksgiving must have The Dow continued to come under pressure while the …
CPI is HOT…..Investors Need to Reconsider Policy – Try the Stuffed Cubanelle Peppers
Things you need to know CPI is HOT, HOT, HOT…. but Jay is undeterred Investors need to consider the reality of what this HOT CPI means for future policy moves. Lonnie sells $5 bil worth of TSLA – or 2.3% of his total holding to pay the tax man Traders take 20% out of the stock in 4 days…. ridiculous …
Job Mkt Strong, Stocks Rise, Oil Rallies and Treasury Yields Fall/Try the Pumpkin Cream Pie for Dessert
Things you need to know – Job market is strong – Investors continue to go all in Treasuries decline as stocks rise The VIX suggesting that just maybe stocks are a bit ahead of themselves Oil – rallies back strongly after last weeks sell off TSLA under pressure as Lonnie considers a sale of personal stock NYC and Miami now …
It is Payroll Friday….Investors Await – Try the Pumpkin Risotto
Things you need to know – It’s all about Non-Farm Payrolls today – futures await the report BoE holds interest rates steady Oil – rallies back after the beating it took earlier this week – OPEC+ is not increasing production beyond what was expected. S&P only 20 pts away from 4700 – this after piercing 4600 on October 29th. Try …
G20 Produces Very Little/#COP#26 Under Way and Stocks Make New Highs – Try the Farfalle w/Roasted Cauliflower
Things you need to know – Dow, S&P and Nasdaq all close at record highs! Stocks are up this morning G20 produces a 15% global tax structure, but not much else #COP26 climate summit begins today and lasts for 2 weeks – expectations are low…. Big week for the FED…. will the taper start in November or December? What will …
Big Tech Misses, FB Changes its Name and Joey Reconsiders the Plan – Try the Stuffed Chicken Cutlets
Things you need to know – AAPL and AMZN report underwhelming results – markets lower Home Sales plunge CVX and XOM report earnings and handily beat the estimates ECB leaves monetary policy unchanged…what will Jay do? Try the Stuffed Chicken Cutlets The US economy grew by only 2% in the 3rd qtr.….less than the expected 2.8%, Pending home sales fell …
Stocks Retreat, If Only for a Moment….Try the Escarole Soup
Things you need to know – Stocks falter if only for a moment A barrage of earnings….and so far – they are all beating… F – ‘Shatters’ the expectations…stock up 10% FED enters quiet period…but will Jimmy B talk? Try the Escarole Soup w/Fresh Mozz Good morning from Los Angeles! Stocks tired a bit yesterday…. even great earnings couldn’t push …
TECH Earnings Power Stocks Higher (Be Careful) – Try the Chicken Milanese
Things you need to know – Markets march higher…. TECH is in focus…. Saudi’s kick off the Future Investment Initiative – the message – expect oil to go higher….as production falls…. hysterical because the world is awash in oil…. The VIX continues to fade and that is a warning sign…. ICE Partners with MA and crypto’s get a boost. Try …
Are Stocks Starting to Tire? Countdown to the FED – Try the Sicilian T-Bone
Things you need to know Stocks feel a bit tired up here, but earnings can continue to drive investors to keep buying…until something changes The FED is the next big thing to happen to stocks – November 3rd is D-Day Dems moving closer to a smaller bill, Manchin and Sinema still holding out Try the Sicilian T-Bone ** I am …
IBM, INTC, SNAP all Under Pressure / Try the Drunken Spaghetti
Things you need to know – S&P makes a new closing high IBM beats but traders punish it – the same for INTC SNAP ‘breaks’ dragging social media names with it Oil up, futures mixed, Bitcoin down Try the Drunken Spaghetti And the fun just doesn’t end…stocks continue to move higher with the S&P now making a new closing high….adding …
