Things you need to know. – WMT caused the markets to fall? Really? – Algo’s over-react to a 10b5-1 filing…. – Financials get dragged down on default fears. – Gold churns, Oil under a bit of pressure, Bonds steady. – Try the Gateau di Patate…. Oh boy….finally…..stocks took a breather….and pulled back…..and the best part about all of this is …
S&P Hits Another Record as Markets Shrug Off Fear; Defensive Sectors Lead the Charge – Try the Pork Chop with Sweet …
S&P Things you need to know. – They can’t hold her back…S&P makes another NEW HIGH. – FOMC mins reveal ALL members are on HOLD…. – Defensive Sectors were the gainers yesterday. – PLTR gets banged up…. I just hope it gets banged up a bit more! – TOL says rates are ‘crushing’ demand for New Homes…. – Try the …
Stocks Hover Near Highs, Tariffs, Inflation, and Desert Diplomacy Stir Markets – Try Sunshine’s Fried Bologna Sandwi…
Things you need to know. – Stocks continue to ‘hang around’. – Sammy is right – ‘Yeah, but……’ – Tariffs, inflation and dinner in the desert…. – Gold up, Oil up, Bonds down. – Goolsbee and Musalem battle it out. – Try the Childhood Favorite – Sunshine’s Fried Bologna Sandwich And stocks continued to hang around near all-time highs as …
Retail Sales Flop? Or Maybe You Don’t Need a New Couch, New Car Every Month? Try the Chicken Vesuvio
Things you need to know. – Retail Sales came in weaker – but hold on…. – Stocks end mixed, Bonds surged, yields declined. – Oil up – OPEC ‘considers’ delaying again, Gold up. – VIX is complacent again. – Lots of housing data this week – expected to be weak. – Try Chicago’s Chicken Vesuvio ________________________________________________________________ ***I am hosting a …
Inflation, Airfares and Trump Turns the Tables on Trade/Try the Schiaffoni
Things you need to know. – PPI is HOTTER too – but it’s not important…. – Reciprocal Tariffs and flipping the table on trade send stocks higher. – Bonds rally, oil rallies, gold rallies. – Vlad ‘Z’ & P’ say they are ready to come to the table. Peace in Europe? – Try the Schiaffoni It’s comical really – how …
Inflation Turns Up the Heat: CPI Scorches Expectations, Wall Street Sweats – Try the Bucatini All’ Amatriciana
Things you need to know. – CPI is HOT, PPI is due out at 8:30. – Risk goes from cut to hike! – Stocks & Bonds sell off – yields surge higher. – Oil declines on ‘end of war’s chatter, gold churns at the heights. – Try the Bucatini All’ Amatriciana And it’s HOT in the kitchen…. CPI surging higher …
Markets in Flux: Powell Holds Steady, Vance Talks AI, & CPI Data Looms – Try the Bolognese
Things you need to know. – JJ takes to the Hill – Says What’s the Rush? – JD takes on Paris. – Stocks churn and end mixed. – Bonds up, oil Down, Gold Down – Try Classic Bolognese JJ tells congress – in his semi-annual Humphrey Hawkins Testimony – that the ‘economy is strong and that the labor market is …
Tariffs, Inflation, and Algos—Oh My! Markets Throw a Friday Fit – Try the Classic Veal Parmegiana
Things you need to know. – Stocks got slammed on Friday – wiping out all gains for the week. – NFP did not change the narrative on rate cuts. – Trump to impose tariffs and reciprocal tariffs as the story builds. – Bonds price down, yields up, Oil up and Gold up BIG! – Try the Classic Veal Parmegiana Stocks …
Markets Juggle Earnings, Jobs Data, and AI Spending – What’s Next?/Try the Pasta Al Forno
Things you need to know. – Markets mixed as investors assessed earnings reports. – Today is all about the NFP report – – Keep your eyes on wage growth. – Oil Steady, Gold continues to kiss highs, Bonds steady. – Try Pasta Al Forno Markets ended the day mixed……as investors reacted to the slew of earnings reports during, the day …
Wall Street Throws a Tantrum as Tariff Tornado Hits—Algos Seek Therapy -Try the Simple Dover Sole
Things you need to know. – Mexico and Canada suddenly come to the table! Imagine that? – Stocks while lower – did take back most of the losses. – Oil up, gold up, mixed bonds. – Overnight XiXi – threatens tariffs on Trump, futures mixed. – Try the Simple Dover Sole Stocks got slammed early yesterday morning in the …
