Things you need to know. – Stocks weakened on Friday as the WH said ‘the clock is ticking’. – And it ‘ticked’ and now the US is imposing tariffs on the 3 Musketeers. – Global markets under pressure……down > 1.5% – Oil rallies on the tariff news, the VIX surges as well. – Expect the contra trades to be the …
Wall Street Throws a Rate-Cut Tantrum, Then Buys the Dip—Because, Why Not? AAPL Crushed it! Try the Chuck Roast
Things you need to know. – Apple beats on ALL measures – All of them and they made $124 billion in 3 months! – Eco data continues to be mixed to stronger – supporting the no cut decision. – Tariffs are less than 24 hrs aways – unless someone comes to the table. – Gold kissing new highs, Oil holding …
Stocks Stumble as Fed Dashes Rate Cut Hopes; Tech Earnings Take Center Stage – Try The Spaghetti
Things you need to know. – FED stays on hold. – Donny not happy. – MSFT & META beat, TSLA misses – AAPL out tonight. – Oil down, Gold up, Bonds steady. – Try the Spaghetti w/Garlic Confit, Caccio & Pepe BAM, BAM & BOOM……Stocks were weak all day, and got weaker into the announcement – then they rallied at …
What a Difference a Day Makes: Markets Rebound as Tech Stocks Shake Off AI Fears – Try the Giambotta
Things you need to know. – Markets calm down after the shot across the bow. – It’s FED Day…. Don’t expect any surprises. – Tech Earnings kick off…META, TSLA & MSFT after the bell. – BABA introduces their latest AI model. – Try the Giambotta “What a difference a day makes, 24 little hours, Brought the Sun and the Flowers, …
DeepSeek’s – Crushes Tech, Panicked Sellers Lost Their Minds, Calm Buyers Had a Feast – Try the Champagne Chicken
Things you need to know. – China creates global tech havoc – Did they get short the Semi’s on Friday? – NVDA and others get clobbered. – This story is far from over, but in the end, competition is good. – Money moves into the safety trade – Staples, Healthcare and Treasuries benefit. – Earnings, Earnings and Earnings…BA misses BIG …
Tech Turmoil: DeepSeek Disruption Sends Markets into a Tailspin/Try the Chilean Sea Bass
Things you need to know. – Stocks paused the rally on Friday. – DeepSeek stuns the AI world over the weekend causing tech to hemorrhage overnight. -The VIX surges by 40% – The FOMC meeting starts tomorrow and ends on Wednesday. – Another BIG earnings week. – Try the Pan Seared, Oven Baked Chilean Sea Bass The stock market – …
Stocks Soar, Trump Roars, and Momo ETF Scores: Markets Defy Gravity Amid Davos Drama/Try the Mozzarella in Carozza
Things you need to know. – Stocks continue to push higher. S&P pierces another century mark. – Stargate, Crypto, a softer approach to tariffs and strong earnings are all driving stocks higher. – Bond yields hold steady, Oil declines and Gold teases $2800. – Try the Mozzarella in Carozza So, I’ve been away for a couple of days – speaking …
Mkts on the Move, JPM Says US economy is in ‘Go’ Mode, Trump Declares a ‘New Golden Age’ – Try the Chicken Boscaiola
Things you need to know. – And so, it begins (again). – Futures whipsaw but are higher this morning. – Bitcoin surges then declines then surges again. – JPM says – Trump is ‘very pro-business and US economy is in “GO” mode. – 25% Tariffs on Mexico & Canada on February 1? – World Economic Forum Boondoggle kicks off in …
Rally Fizzles Out, Mortgages Pierce 7%, Tech Under Pressure -Try the Polpette di Nonna
Things you need to know. – The explosive rally – had NO follow thru. Tech once again under pressure. – Apple now in correction territory as worry builds over China. (I am not concerned). – Cleveland’s Hammack calls it like it is. – Bonds rally, Gold and Oil hold steady. – Next week brings a new administration and new policies. …
CPI was in line, Banks Rake It In, and Gold Gleams Bright! Try the Sicilian T-Bone.
Things you need to know. – CPI does not boil over! – Bank earnings stun the street – banks making money hand over fist. – Stocks surge as investors and algo’s jump back in. – Street still betting on a July rate cut! – Mixed messages from 3 FED heads. – Try the Sicilian Style T-Bone. “What a day for …
