Things you need to know. – JOLTS report suggests a weakening economy, stocks churn, bonds rally. – Consumer Staples advance, Basis Materials drag. – Oil/gas inventories rise – oil prices decline. – Gold awaits more data. – Lots of inflation focused eco data in the next week. – Try the Chicken Rollatini. Stocks churned really – another piece of …
2 PMI’s – 2 Conflicting Results, Value down, Growth up, Oil Down, Bonds Up/Try the Roasted Pork Loin w/Peaches and…
Things you need to know. – Eco data suggests a slowdown – Is Bad news now Bad news for markets? – 2 PMI’s both showing different results – How do you know which to listen to? – Value or Growth – what do you do? – Oil down, Gold Up, Bonds up, Yields down. – Try the Roasted Pork Loin …
Volatility Strikes Mkts as Stocks Rebound Despite Economic Concerns & Rate Cut Speculation/Try the Fettucine w/Ove…
Things you need to know. – Stocks rallied, PCE and other data points suggest slowing. – The Rate Cut Narrative is alive and well (again). – The VIX plunges. – Bonds rally, Oil comes under pressure and gold treads water. – Jensen Huang (NVDA) says – ‘Say Hello to Rubin – coming in the fall of 2026’. – Try the …
Weak Bond Auctions and Rising Yields Send Stocks Tumbling as VIX Spikes 27%/Try the Greek Style Chicken
Things you need to know. – Another weak bond auction – sends stocks and bonds lower. – Janet and JJ are in a pickle…what do they do now? – The VIX is up 27% in 3 days! – Transport has broken all 3 trendlines – will the others follow? – Try the Greek Style Chicken Pieces Stocks and bonds continue …
NVDA Drives Nasdaq Past 17,000 as Broader Market Falters Amid Bond Auction Concerns/Try the Fettucine w/Shrimp and…
Things you need to know. – NVDA takes the Nasdaq up and through 17k! – Lonnie Musk using H100 chips in his new AI startup. – Everything tech goes up, while the broader market went down. – Bond auction (2’s and 5’s) was not well received. 7 yr. today. – PCE report if focus. – Try the Fresh Fettuccine with …
It’s all About Friday’s PCE….Kashkari Reminds us that it’s ALL on the Table/Try the Pork Chop Pizzaiola
Things you need to know. – Stocks gained on Friday – Confused about today…. – Bonds steady, Oil up and through resistance, gold ticks higher. – It’s all about Friday’s PCE data…what will it show? – Kashkari reminds us that everything is on the table. – ECB to cut rates next week. – Try the Pork Chop Pizzaiola Welcome back…….Stocks …
The Days of Wine and Roses (Or maybe not?) – Try the Baby Back Ribs…
Things you need to know. NVDA bucks the trend and rises by 9.3%. Stocks and Bonds get Whacked as reality becomes real. It’s a long weekend – Do not make an emotional decision. Try the Baby Back Ribs. Happy Memorial Day Weekend – Thank you to all our veterans that fight for our freedom. Make sure to thank HUG a …
Mkt Update: NVDA Results Awaited, Oil Slips on Demand Concerns, & NTGR Emerges as a New Idea/Try the Swordfish
Things you need to know. – NVDA – that’s it for today – Bond, Gold, Dollar and VIX all steady…. – FOMC mins due out at 2 pm – don’t hold your breath. – Oil gets slapped as some suggest demand is waning! (Can you believe that?) – NTGR is the latest ‘idea’. – Try the Sicilian Swordfish. Dow added …
Mkt Milestones: Dow Closes Above 40k, S&P Reclaims 5300, NVDA and AI in Focus/Try the Oven Roasted/BBQ Thighs
Things you need to know. – Dow CLOSES above 40k and the S&P retakes 5300. – Nasdaq just 1.8% away from piercing 17k – is this the week? – NVDA and AI will be this week’s focus – Hold onto your hats! – Gold surges up and through $2400 as the rate cut narrative gains new life and tensions in …
Mkt Milestones: Dow Closes Above 40k, S&P Reclaims 5300, NVDA and AI in Focus/Try the Oven Roasted/BBQ Thighs
Things you need to know. – Dow CLOSES above 40k and the S&P retakes 5300. – Nasdaq just 1.8% away from piercing 17k – is this the week? – NVDA and AI will be this week’s focus – Hold onto your hats! – Gold surges up and through $2400 as the rate cut narrative gains new life and tensions in …
