Things you need to know. – Countdown to the NFP report. – FED Heads signal ‘caution’! – Oil up, Gold up & the Quantum Stocks are UP! – Delta kicks it off with a BEAT, ‘2025 will be a GREAT year!’ – Try the Pan Roasted Chilean Sea Bass. So while equity markets were closed yesterday, the bond market was …
Quantum Crash! Jensen’s CES Mic Drop Sends Quantum Stocks Into a Tailspin—But Don’t Forget the Rib-Eye!
Things you need to know. – Jensen pulls the rug out from under the Quantum Stocks! – The broader market continues to struggle. – Bond Yields continue to push higher. – Oil down, Gold up. Vix remains in ‘nervous territory’. – Try the Grilled Rib-Eye with Arugula and Grana Padano It was an UGLY day – for Quantum Stocks! NVDA …
Pow! Zap! Stocks Smushed, Bond Yields Blaze, and Fed Heads Become More Cautious/Try the Manfredi con La Ricotta
Things you need to know. – It was a scene out of Batman & Robin – Stocks got beaten up, bond yields kiss 4.7%. – Eco data suggests brewing inflation. – FED commentary becomes more ‘cautious’. – Markets Closed on Thursday. – Try the Manfredi con La Ricotta Oh boy, it was like a scene out of Batman and Robin …
Tech Triumphs Again, S&P Masks Unease and Rising Yields Stir Warnings/Try the Cestini di Parmegiana
Things you need to know. – TECH does it again but leaves many behind. – S&P vs. Equal Weight S&P tell 2 different stories. – Bond prices decline yields rise – 30 yr yield pierces the April ‘23 high. – Oil and Gold steady. – Try the ‘Cestini di Parmegiana. Tech just continues to take the indexes higher….which is different …
From Holiday Dip to Market Flip: Algos, Rates, and Janet’s Fiscal Time Bomb Fuel Wall Street’s Wild Ride – Try the C…
Things you need to know. – Stocks rallied; Bond declined. – Oil surging renewed China demand and new Biden bans. – Gold contemplating JJ’s next move. – Lots of Eco Data this week, Earnings start on the 15th. – Try the Chicken Provencal Stocks rallied on Friday, charging higher – leaving 9 of the 11 S&P sectors in the green …
Market Mirage: Early Gains Turn to Late Losses, Gold Glitters, and Santa is a No Show/ Try the Pasta Faggioli.
Things you need to know. – It was a head fake – early gains turned to end of day losses. – Oil surges – shrinking US crude inventories and stronger China demand. – Gold surges – think the ‘safe haven’ mindset. – Bonds tread water. – Today is the last day of the Santa Rally – LOL! How’d that work …
Santa was a “No Show” – But it Was Not a Bad Year! New Themes Set to Play Out/Try the Shepherds Pie
Things you need to know. – It’s a new year….2024 was not a disaster by any measure. – Stay focused – the issues have not changed. – XI Xi starts the year with a ‘warning’ – Quantum Computing ‘takes off’ – Try the Shepherds Pie. Happy new year! The volatility continued into year end for stocks, Santa took a break …
2024 Bows Out: Santa Rally Ghosts Wall Street, Algos Run the Show, and Investors Brace for 2025 Surprises!/Try the…
Things you need to know. – Santa appears to be ‘asleep at the wheel’ – Stocks continue to decline. – Bonds rally a bit – could they be entering the ‘interesting zone’? – Oil up, gold flat, Dollar kissing a high. – It’s NYE – go enjoy yourself, it will all be here on Thursday. – Try the Ricotta Coffee …
Santa Sidelined: Markets Slide as Rising Yields Steal the Show – Try the Blistered Cherry Tomatoes
Things you need to know. – Stocks waver as we say good bye (or is that Good BUY) to 2024. – Contra trades proved to be the winners on Friday. – 10 yr bond yields at 4.6% – posing a ‘problem’ for some stock investors. – Oil and Gold holding steady, Dollar advances. – Try the Blistered Cherry Tomatoes on …
Santa Packed It Up, Bell Bottoms Make a Comeback, and Bonds Play Scrooge – Try the Spaghetti w/Crema Di Cipolla e Pa…
Things you need to know. – Stocks wavered and, in the end, did little. – Eco data does not change anything. – FED expected to remain on hold for 1st half of 2025. – Gold, Oil and Bonds tread water. – Try the Spaghetti con Crema di Cipolla e Parmigiano. What started out weak yesterday morning – ended mixed…. the …
