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 …
Stocks Rally Like Santa’s Reindeer: Low Volume, High Drama, and a Dose of Algo Cheer – Try the Shrimp Oreganata
Things you need to know. – Stocks rose pre- Christmas and are weaker post-Christmas. – Europe closed for Boxing Day. – No Eco data to worry about – 10 yr bond yields are now above 4.6%. – Volumes remain muted – only 4 trading days left in 2024. – Try the Shrimp Oreganata So, stocks rose on a holiday shortened …
Judicious Cuts, Oversold Bounces, and a Santa Rally?: A Market Meltdown Recovery Tale -Try the Candied Pecans
Things you need to know. – Stocks did 180 and closed higher on Friday. – PCE a bit better – and that sent the algos’ into overdrive. – Oil steady, gold down, Bonds mixed. – It’s a holiday week – (next week too) so don’t overthink it. – Try the Candied Pecans So, what happened to the weakness? What happened …
JJ’s Narrative and Chaos in DC Sends Stocks Reeling, Moves Amplified at Year End – Try the Wedding Soup for Christmas Dinner
Things you need to know. And the chop continues – lower…. 10- yr kisses 4.59% Oil down, gold down, commodities down. Gov’t on the verge of a shutdown? Both sides screaming! Many participants are out – Moves are amplified. Try the Italian Wedding Soup for Christmas Day So we had another choppy session, but nothing like the hysteria we saw …
FED Sparks Meltdown: The Street Screams ‘FIRE in the Hole! – Try Nana’s Cheesecake – Christmas Style
Things you need to know. JJ gave them what they wanted (or did he?) Stocks get WHACKED – S&P loses $1.8 trillion of value. 10 yr bond yields surge – now above 4.5% VIX up 75% – HELLO? Try Nana’s Cheesecake (Christmas Style) “FIRE in the Hole! FIRE in the Hole” Someone call the FDNY!!! “Fire in the Hole’ is …