July 17, 2023Things you need to know. - Stocks taking a breather – closed a bit lower on Friday and are a…- July 14, 2023Things you need to know. - Stocks continue to advance…. Earnings are not a disaster. - JPM, WFC, BLK, UNH…
- July 12, 2023Things you need to know. - It continues to be RISK ON as the ‘momo’ guys try to force the…
- July 11, 2023Things you need to know. - More FED speak – All calling for higher rates. - DXY declines as the…
- July 6, 2023Things you need to know. - FED Mins were more hawkish…. Rates to rise even beyond September? - Algo’s go…
- July 5, 2023Things you need to know. - It was a great 6 months…. What will the next 6 bring? - …
- June 30, 2023Things you need to know. - Investors are either not listening or not paying attention to JJ. - US macro…
- June 29, 2023Things you need to know. - Did the rally fizzle? Not yet…. - US banks pass phase one of the…
- June 28, 2023Things you need to know. - Macro data very strong, Investors celebrate – Good News is Good News! - New…
- June 27, 2023Need to know. - Markets churn – they did not react to the drama in Moscow. - Tech continues to…
