Things you need to know. –        Dow pierces 40,000! – but where was all the hoopla? –        Market still discounting multiple rate cuts in 2024 (Illogical). –        No Eco data today – focus will be on NVDA’s earnings next week. –        Bonds steady, Oil up, Gold steady. –        Execute on the plan, eliminate the noise. –        Try the Chicken Cutlet …

Things you need to know. –        The ‘MoMo’ guys are at it again. –        CPI comes in inline, Retail Sales also a bit ‘weaker’ and stocks pierce 5300 and this morning they appear to want to go higher. –        The VIX plunges – suggesting NO FEAR –        Are we getting used to a 3.6% inflation rate? It appears so. –        …

Things you need to know. –        PPI comes in HOTTER yet stocks rally. –        CPI today – the clock ticks towards 8:30. –        Bonds also rose – sending yields a bit lower. –        Oil up, demand strong. –        Gold UP – Think Geo-political and foreign demand. –        Try the Porcini Rubbed Rib-Eye Tagliata Style Stocks surged on Tuesday – as …

Things you need to know. –         Slippery when wet – markets remain a bit cautious. –         The Frisky Kitty is back, and the shorts got clobbered. –         Today brings the April PPI report – tomorrow is the CPI. –         Markets bracing for a 1% move – many asking which way? –         Oil is up – think Chinese demand and Canadian …

Things you need to know. –         U of Mich Consumer Sentiment plunges. –         Stocks ended the day mixed but ended the week up. –         Bond Yields continue to decline – but will that be true this week? –         Oil struggles at trendline even as the Mid-east tension builds –         Gold thrashing around as it looks for clarity. –         It’s all …

Things you need to know. –        The ‘MoMo’ guys just can’t help themselves…. –        Stocks pierce 5200 and this morning appear ready to kiss an all-time high. –        Austan Goolsbee takes the stage – expect him to be more ‘dovish’ only adding fuel to this fire… –        Oil and Gold surge – it’s the mid-East, it’s the rate cut narrative …

Things you need to know. –        Stocks churn as they digest the most recent move. –        Kashkari leans hawkish – doesn’t understand the ‘robustness’. –        Bonds continue to rally, sending yields down – just a bit. –        Dollar index up, Oil down and Gold unchanged. –        Try the Bran Muffins – especially if you’re feeling stuck! Stocks churned as the …

Things you need to know. –        Stocks continue to advance on a new rate cut narrative. –        Bonds rally, yields pull back. –        Tech and SMIDS benefit the most. –        Oil and Gold react to the ongoing conflict in the Mid-East. –        Try the Pasta and Peas. It’s RISK ON again…. – stocks pushed higher (again)– fueled by the rate …

Things you need to know. –         Eco data on Friday conflicts with FED speak. –         Algo’s go all-in, long-term investors going along for the ride. –         Tech gains 2.8% while Energy ended flat. –         Bonds rally, yields fall. –         Oil & Gold churn. –         Lots of FED speak and global central bank policy announcements. –         Try the Veal   It’s …

Month in Review. In April, the stock market faced challenges, grappling with inflation an uncertain FED, ongoing robust economic data and global uncertainties across the Middle East, the RED SEA and Russian/Ukraine – add in the impending U.S. presidential election and there is a lot on the plate. Despite all of this – there’s a prevailing sense of both optimism …