Things you need to know – – Stocks churn as they await more FED speeches. – Joey to address the country tonight in his SOTU speech. – Artificial Intelligence takes center stage as the big boys fight for the lead – Alexa, Chat GPT, BARD and now Ernie… Where’s Big Bird? – Bond fall, Yields rise, Oil rallies and Gold …
Can the FED Navigate a Soft Landing? – Try the Shrimp Scampi
Things you need to know – – Strong NFP reports opens the door to hikes thru June. – Unemployment goes down and not up, FED in a more difficult position. – Deep recession fears are fading, some now calling for that soft landing. – Dollar index rises, pushing commodities lower (think gold, oil etc.…) – JJ to appear at the …
OH Boy – the 3 Big A’s Miss and Warn/Try the Pork Cutlets
Things you need to know – – APPL, AMZN, GOOG miss and warn….traders taking just a bit back.. – NFP report today….will it be stronger or weaker? – Unemployment – will it tick up? – Oil – moves lower on ‘lack of China demand’ OMG – Try the Pork Cutlets Wrapped in Prosciutto and Pine Nuts WOW……the JJ effect continued …
JJ Said ‘X’ and the Algo’s Heard ‘Y’, Stocks Surge! Try the Potato Leek Soup
Things you need to know – – JJ says ‘more hikes to come’ but the Algo’s say ‘No, Cuts to come.’ – Stocks go from significantly negative to significantly positive. – Lots of eco data today – does it support JJ’s thesis? – Oil holding steady at $76.50…. Gold surges higher – Try the Potato Leek Soup Markets were …
T-7 hrs….Let the Countdown Begin – Try the Orrechiette
Things you need to know – – Stocks were on fire in January! – Is the Fed about to throw water on it today at 2 pm? – More earnings and more macro data today – ECB and BoE will report tomorrow. – Try the Orecchiette w/Sweet Sausage and Roasted Cauliflower Well – we are through the first month of …
Raise, Pause or Pivot? -Try the Spaghetti Arabiatta
Things you need to know – – Stocks back off…. What will the FED do? Pause? Pivot? Or Raise? – It’s a big week for earnings….20% of the S&P to report. – Oil falls on supply/demand conversation…. OPEC + to meet tomorrow. – Inverted yield curve – don’t be ridiculous – it means nothing! – Try the Spaghetti Arrabiata So, …
It’s a BIG Week! Eco Data, Earnings Data and Central Bank Data – Try the Lemon Chicken
Things you need to know – – Stocks rallied into the weekend – but are under pressure this morning. – It’s a big week for earnings….20% of the S&P to report. – It’s a big week for economic data. – It’s a big week for the FED, the ECB and the BoE – Oil retreated …
CVX Announces Massive Buyback and Divy Increase – Try the Spaghetti Frittata
Things you need to know – – Earnings mixed, Eco data more robust and stocks go up – CVX pre-announces a massive buyback and divvy increase – Sending Joey into a tailspin – Oil – surges up and thru $80 and is now ready to challenge resistance at $86 – Gold calls for $100/barrel by summer – PCE out today…. …
The Bulls Were Waiting in the Wings….BAM! Try the Pork Roast Stuffed with Provolone & Tuscan Herbs
Things you need to know – – The bears tried to crush ‘em, but the bulls are not having it – Earnings, Earnings, Earnings…. – GDP, Consumer Consumption, Retail Inventories and New Home Sales all on the docket – Oil is up, Inventories are down. – Try the Pork Roast Stuffed w/ Provolone and Tuscan Herbs So the bulls are …
Buyer Exhaustion? Or Buyer Caution? – Try the Baked Artichoke Hearts
Things you need to know – – Buyer Exhaustion? Or Earnings Caution? – Macro data points to weaker data – more to come… – Earnings remain mixed at best – did MSFT really disappoint? – FED remains in lock down mode – but markets expect a 25-bps hike. – Oil – a bit lower – it’s the slowing economy story …
