Things you need to know. – Tech comes to the rescue! – Taiwan Semi – ignites a rally. – Treasuries slightly weaker – yields up a bit. – Dollar weaker, Oil up, Gold up – The FED has NOT committed to 3 cuts – It’s all speculation. – Try the Chicken Soup Technology wakes up and leads the way higher! …
Finally – it appears Someone is Paying Attn! Time to move on and re-focus – Try the Pan Seared Garlic Butter Rib-eye
Things you need to know. – Finally – they are paying attention! – Stocks did decline, but the pressure was less – just a repricing. – Bond yields rise – not unexpected – VIX rose as well, Oil continues to thrash around – Gold breached the next level of support – putting us in a new range – Try the …
Waller Confronts the 6 Cut Narrative, Stocks Fall, Bond Yields Rise – Try the Zucchini Lasagna
Things you need to know. – So, the 6 cut narrative isn’t really about 6 cuts. – Fed Governor Waller tries to reign it in. 5 more FED heads due out this week. – Stocks tumble, Vix rises. – The 10 yr. pierces 4% – Try the Zucchini Lasagna Stocks tumble, VIX rises, the 10 yr. pierces 4% (again), Gold …
Taiwan Elects Lai, Iowa Selects Donny, VIX up, Stocks Down – Try the Pan Seared Thighs in Onion/Mushroom/Spinach Orz…
Things you need to know. – Stocks struggle at the highs – lots of geo-political and economic stuff to consider. – Earnings season is now officially underway…so far – it’s a 100% beat rate…Amazing, no? – Taiwan elections take place – Beijing not happy. – Iowa – votes for Donny, then Ronnie, then Nikki. Vivek Drops out. – Hootie’s threaten …
CPI Hot, PPI ? Earnings begin…DAL Beats…Banks next. Temp in the Mid-East rises – Try the Steak Pizzaiola
Things you need to know. – US and UK launch retaliatory strikes against the Hootie’s (Iran) – Taiwan to hold elections tomorrow…. Sit tight. – Iowa Caucasus’s to happen on Monday. – Earnings set to hit the tape…DAL beats and stock trades down 4% – Hunter takes the pressure off of Jo Jo – who hasn’t been seen in …
Gensler CAVES – Welcome 11 new Bitcoin ETF’s, Inflation data today, Earnings tomorrow/Try the Pork Cutlets Wrapped…
Things you need to know. – OK already – Gensler Caves and approves 11 Bitcoin ETF’s – Stocks rallied ahead of 2 key inflation reports. – Earnings now only 24 hrs. away – Oil and gold remain in tight trading ranges. – NY FED President Williams sounding ‘not so fast’. – Try the Pork Cutlets Wrapped in Prosciutto And so, …
Stocks Await Inflation Reports, Hootie’s Raise the Temp, 5 Days Until Iowa – Try the Pan Seared Thighs
Things you need to know. – Stocks take a break as we await inflation data and the start of earnings. – Oil and gold remain in tight trading ranges. – The VIX suggests more complacency – which should make you suspicious. – Hootie’s raise the temperature in the Red Sea, Merchant ships under attack. – 5 days till the Iowa …
Tech Surges – APPL & NVDA Steal the Spotlight, Bitwise resurrects ‘the most interesting man’ -Try the Sicilian Swor…
Things you need to know. – Stocks surge…but was it a one-day deal? – NVDA? Stock Split? – Bitcoin readies for its ETF debut – surging up and through $47k. – China threatens Taiwan – with a spy balloon. – Try the Sicilian Swordfish Yahoo!!! The rally is back on……! The Mag 7 is in fact alive and well…. (Well, …
The Selling Continues….AAPL now well into Oversold Territory – Try the Roasted Cherry Tomato/Ricotta Sauce
Things you need to know. – The selling continues. – BA – gets whacked again as a door plug blows off inflight. – Oil down as the Saudi’s cut prices and supply rises. – Gold testing support – Try the Roasted Cherry Tomatoes and Ricotta over Thin Spaghetti So, the winning streak came to an end….and while 5 of the …
Apple Falls by 3.5%? Barclays takes Apple from $161 to $160? Come On! It’s Comical! Try the Frittata
Things you need to know. – I’m ranting a bit here…. – Happy New Year – Barclays’ Cuts Apple! (Comical) – Apple declines 3.5% – And? – Stocks decline as investor lock in those profits/gains. – Bonds decline/yields rise. – Gold down, Oil down, VIX rises by 6.2% – Try the Frittata “Tech Bulls Lose Their Grip as Stocks Rally …
