Things you need to know: Stocks churn ahead of House impeachment vote CPI data as expected – 10 yr treasuries retreat just a bit as they tease investors 2 Fed officials assure us ‘not to worry’; ECB commits to an easy stance (forever!) Oil – flat but wants to kiss resistance at $55 to see what happens. Bitcoin continues the …
Value Outperforms Growth; Rates on the Rise – Try the Tuscan Pork Loin
Things you need to know: Stocks churn and await both the political news and the earnings news Value stocks outperforming Growth in what feels like the 2021 theme Rates continue to rise; CPI due out today – will it suggest more upside pressure? Cyclicals do well (as expected) but don’t abandon ‘tech’ Oil – surges higher; API reveals a drop …
Where is the Tipping Point? – Try the Spaghetti Arrabiata
Things you need to know: Stocks retreat but do not collapse, Bitcoin trades at $31,000 Rates and Inflation – dominate the conversation -what is the tipping point? 1.5%? Listed companies join the fight – refusing to accept the tone of the conversation – Could this be a bullish signal for those firms? Expect more talk of how Social Media companies …
Bitcoin Tumbles – Try the Braised Beef Tenderloins
Things you need to know: Stocks advanced last week accentuating all the positives – but are lower today as they focus on the negatives Bitcoin falls $8k overnight -trading as low as $32,350 before finding some support The focus today is on TECH, Trump and his removal from office. Earnings season begins this Friday – Expectations are high. Try the …
The Surge Continues – Try the Stovetop Roasted Chicke
Things you need to know: The surge continues, TSLA & Bitcoin go ‘hyper-parabolic’ Investors continue to believe in the ‘Biden plan’ – massive stimulus/infrastructure Markets discounting a ‘pull to the left’ as not an issue… Is Biden strong enough? Trump concedes and promises the peaceful transfer… Try the Stovetop Roasted Chicken in Lemon/Garlic/Herb Sauce ROOOOAAAAR!!! Stocks continue to surge as …
Chaos on Capitol Hill – Try the Pasta Faggioli
Things you need to know: Stocks surge as investors digest the win, then… Chaos erupts on Capitol Hill – Trump incites hysteria, 4 die Congress evacuates and then returns to certify the Biden win World & business leaders express shock, condemnation & character flaws of Trump Futures are higher again this morning as investors look out 4 – 6 months …
Say Goodbye, Donny – Try the Sweet and Sour Chicken
Things you need to know: Who is Senator Joe Manchin? You are about to find out The 2020 Election cycle is OVER – move on – Say goodbye, Donny. The Senate is now evenly split – Kamala takes center stage Nasdaq futures down 2% – Taxes and regulation at the core Oil – pierces $50/barrel; demand up, Saudi’s voluntarily cut …
It Was Not a Virus ‘Sell’ Day – Try the Alaskan King Salmon
Things you need to know: It was not a virus ‘sell’ day – just fyi… Yes, the UK goes into lockdown – but that is no surprise A new strain – a 3rd one… but science tells us ‘not to worry’ Georgia – what happens next after Trump throws the GOP into disarray Patience is a virtue – No need …
It’s all about politics this week – Period. Try the Pot Roast
Things you need to know: Stock futures are up by about 0.5%; European mkts ahead by better than 1.5% Trump makes a foolish call to Georgia state election officials and begs for 11,780 votes UK approves the AstraZeneca vaccine – now making 3 vaccines available Pelosi wins again as Speaker of the House Georgia runoff election is front and center, …
Donny Slams the Deal – Try the Holiday Breakfast Special
Things you need to know: Relief bill under pressure again as Trump calls it a disgrace – requests $2k payments Biden reveals his latest tax plan – Steve Forbes suggests mkts will tank by 2000 pts Georgia senate race is ‘heating up’… BREXIT deal appears close (think 11th hour) Try the Holiday Breakfast Special Good morning… the Dow and S&P …
