Things you need to know. – Stocks rose on a shortened trading day. – Bonds rose, yield fell, oil and gold churn. – XRP? What’s that? Up 390% in 3 weeks. – Trouble brewing in France – Will that be a pre-cursor? – Try the Veal Cacciatore Stocks rose during a shortened trading session and closed November with their largest …

Good morning and Happy Thanksgiving Ok – so yesterday we got the monthly PCE report – the FED’s favored inflation gauge and it did not surprise….…..as expected – it came in a bit ‘hotter’ than last month – but that was expected – I guess the surprise was that it was not even ‘HOTTER’ than the expectation….in any event – …

Things you need to know. Dow and S&P close at new RECORD highs. Gold rallies, Bonds rally, Oil sits tight. FOMC mins suggest ‘CAUTION’. Claudia and Justin called Mar-A-Lago. Try the Pumpkin Pie Click on the link below to send me a message – put KP in the message box and I will give you a call to discuss markets …

Things you need to know. Markets celebrate the Scott Bessent nomination. Stocks surge! Trump announces 25% tariffs on Mexico and Canada to stem the flow of illegal immigration. (Tariffs imposed on January 20th). Adds an add’l 10% for China to stop the flow of fentanyl. Bonds, gold, and oil all trade lower – VIX screams ‘nothing to worry about.’ Bitcoin …

Things you need to know. –         Strong retail earnings and strong eco data drive stocks higher. –         Bitcoin comes close to piercing $100k – ‘close but no cigar’. –         Dollar rallies, Commodities Rally, Bonds are confused. –         Trump picks Bessent as Treasury Secretary. –         Try the Italian Wedding Soup Stocks marched higher on Friday…. driven by strong retail earnings (think …

Things you need to know. –         Stocks continue to retreat – giving back 60% of the election gains. –         Trump making a range of cabinet nominations – mkts assess. –         Bond yields kiss 4.5%, oil under pressure. –         Goldman pushing Gold for 2025. –         NVDA earnings are the focus for Wednesday. –         Try the Stuffed Chicken ‘Balls’ Stocks fell again …

Things you need to know. –         CPI did not surprise, what will the PPI say about the state of inflation. –         10 yr bond yields kiss 4.48%. –         NON- OPEC Oil supply expected to increase in 2025. –         Commodities continue to come under pressure as the dollar advances. –         Expected rate cuts from the ECB, BoE and the FED continue …

Things you need to know. –        Stocks close at another NEW high. –        Dollar rallies, Oil falls and Gold gets punched in the face. –        Bitcoin and anything Crypto celebrate Gensler’s demise. –        Lots of FED speak this week…. Pay attention to what they say. –        Try the Stuffed Cubanelle Peppers with Thanksgiving dinner.   The post-election rally continued to …

Things you need to know. –        S&P busts up and through 6000! –        SMIDS now up 19% ytd…. –        Bonds stage a small rally, yields decline. –        Gold and Oil is under a bit of pressure as the dollar continues to rally. –        Try the Roasted Thanksgiving Turkey Stocks continued to rally closing out another blockbuster week – driven by …

Things you need to know. –         Trump wins a second term and becomes the both the 45th and 47th President. –         The Blue wall turned Red. –         In the end – “it’s the economy, stupid”! –         Futures on FIRE, Bond yields surge –         OIL and Gold down, VIX collapses. –         Try the Shells It is morning in America!  The country …