Things you need to know: Rally mode again – as virus cases begin to decline Bio-techs, election, FED, Gold, Silver and Earnings all fighting for center stage Election outcomes about to get priced in Gold is the Safe Haven play once again… Surging to $1950/oz Will the FED add more or just re-iterate current stance? Potatoes & Eggs – comfort …
Tech Hits a Wall/Try the Flank Steak with Red Wine Shallot Sauce
Things you need to know: Markets get caught up in the angst last week – try to ignore that today PM’s have percentage limits – selling does not always mean a negative story US/China continue to argue – as Beijing orders us out of Chengdu (in retaliation for the US closure of the Houston Chinese consulate) GOP comes up with …
FANG Hangover/Try the Prosciutto Sorpresa
Things you need to know: The WFH/FANG trade coming under pressure – not a surprise GOP pushes the next round of stimulus into next week HON beats but is cautious on the outlook US/China relations putting pressure on global markets Try the Prosciutto Sorpresa – great for your next wine ZOOM party. So after the Palooza there’s always a bit …
It’s a PALOOZA! Try the Linguine Michael Angelo
Things you need to know: Markets in overdrive – the momo (momentum) guys can’t get enough Another slew of earnings reports – so far – all beat… HELLO? US/China tensions grow as US accuses China of stealing secrets – Go figure! S&P is filling the gap – will we pierce 3300 today? Try the Linguine Michael Angelo… It’s a PALOOZA! …
You Can Feel the Storm Building…/Try the Pork Chops
Things you need to know: A change in tone… from the White House… and the market… Cases up, Hospitalizations up, Deaths down New tensions between DC and Beijing – China Consulate setting files on fire Oil inventory build larger than expected – but not to worry MSFT, TSLA both report after the bell Try the Pork Chops Oh boy… here …
Buy the Rumor, Sell the News – Try the Grilled Pizza
Things you need to know: AstraZeneca did not disappoint at all – but the stock plunges by 4% British Bio-Tech adds to the excitement and the XBI surges WFH stocks steal the spotlight Russell Small/Mid-caps suffer as money moves out and races into big tech EU passes a massive stimulus bill – global markets are higher Try the Grilled Pizza …
The Vaccine Race is On…Try the Shepherds Salad
Things you need to know: Stocks march in place – awaiting the slew of reports due out this week AZN due to report phase 1 Trial results today – Markets expect good news Rep Shalala is ‘terrified’ and says Floridians are ‘terrified as well’ Oil remains within the band – no need to worry. S&P remains in the 3175/3250 range …
NFLX Misses – Will Tech Get Hit?
Things you need to know: NFLX misses, warns of slowing subscribers in the third quarter – stock down 10% Will this cause more money to move out of the tech sector – as it appears a bit lofty The EU is working on a plan… And so far – 80% of the earnings reports have beaten – slashed expectations… …
Twitter Gets Hacked and Celebrities Get Whacked…/Try the Pulled Pork
Things you need to know: Markets surge again yesterday, but are weaker today TWTR gets hacked – big name personalities get whacked JNJ & BAC post ‘better than expected’… NFLX after the bell OPEC eases up on production cuts and oil holds firm Try the Pulled Pork And they just keep going… First it was the Moderna news about the …
Bad News is Good News
Things you need to know: JPM, C & WFC all report and allocate Billions to loan loss reserves GS, BK, BAC, MS still due to report Moderna announces ‘robust results’ from their vaccine trial – stock surges 16% Global markets focused on the vaccine today Oil – regains a $40 price tag as demand surges and inventories fall – Hello!!! …
