Things you need to know. –         JoJo ignites a fire. –        Donny adds some fuel. –        Tech gets slammed…. Were you really surprised? –        Bonds do nothing, Oil rallies on larger drawdown. –        Fed all but confirms a September, November and December rate cut. –        Try the Linguine Arrabiatta Oh boy…. Tech stocks across the board got smashed and traders …

Things you need to know. –        The big rotation is beginning…..Tech dollars go into Value and SMID’s. –        Retail Sales stronger? Or is it just ongoing higher prices? –        Earnings continue to surprise… –        Bonds rally, Oil down and Gold up…. –        Try the Summer Orzo Salad And the party just won’t quit (although today could be a different story) …

Things you need to know. –        Stocks pushed higher, the Dow notching a new 2024 high. –        Trump Taps the Junior Senator from Ohio as his running mate. –        Oil producers, Gun Makers and Private Prisons all seeing investor demand. –        Wind & Solar gets pushed aside – TAN – 5.8%, FAN -2.8%. –        RNC Convention kicks off with Make …

Things you need to know. –        Stocks pushed higher. –        Bank Earnings began mixed – traders take money off the table. –        GS, BAC and MS due out this week. –        Eco data to be overshadowed by the RNC convention. –        Trump assassination attempt raises his odds of winning. –        Try the Jack Daniles Chicken Thighs Stocks continued to march …

Things you need to know. –        Is the growth story changing? –        Will PPI come in soft – following yesterday’s CPI? –        Street now ‘sure’ that rates will ease… –        Bank earnings hit the tape…JPM beats on top and bottom. –        Try the New England Clam Chowdah Nasdaq (think Tech) got punched in the face yesterday -1.95%….this after powering the …

Things you need to know. –        And the rally continues…Tech just won’t stop. –        JJ finished his appearance on the Hill. –        He said one thing and as usual the trader types heard something else. –        Today CPI, tomorrow PPI and the start of earnings. –        Try the Steamed Lobster Good morning!  And I am back…. after taking some needed …

Things you need to know. –        Second Qtr Ends on a mixed note – S&P and Nasdaq kissing new highs –        PCE data comes in as expected – no surprises. –        Bonds gain on rate cut expectations, Oil steady and gold steady. –        More eco data this week – Friday is KEY. –        Try the Salmon in Lemon Dill Sauce. …

Things you need to know. –        It’s the elephant in the room – time to discuss. –        Has the story changed? NO. –        Has the mania changed?  YES –        Is it end of qtr. window dressing?  YES –        Is there a reason to panic?  NO –        Now try the Grilled Rib Eye – Arrabiata The question now is:  Is the …

Things you need to know. –        S&P rebalance, and Triple Witch go off without a hitch. –        It’s a big week for eco data and political drama. –        Thursday is the debate while Friday brings us the PCE deflator. –        Bonds flat, oil up, gold churns. –        Is the VIX suggesting building caution? –        Try the Mostaccioli w/Arugula, Cannelloni Beans …

Things you need to know. –        Eco data unexpectedly weakens. –        Supports the rate cut narrative. –        Tech gets slapped, NVDA loses $246 billion of value. –        Bonds hold, oil rises, gold surges –        S&P rebalance & Triple Witching – But don’t expect any disasters. –        Try the One Pan Thighs The theme on Thursday was Exhaustion.  Exhaustion is defined …