Things you need to know. – Stocks churn while we wait for JJ and the Inflation Orchestra – Oil down, Bond yields up, Gold down, Bitcoin up. – Masayoshi Son commits $100 billion to US Tech Projects. – Tech surges…Semi’s, Quantum, Cyber, Cloud….. – Try the Butterscotch Clusters for the Christmas Eve Dessert Table _______________________________________________________________ *I am on my way …

Things you need to know. – It’s FED week…. (yawn). – Former FED members say, ‘Slow Down’. – Apollo warns of a 1970’s repeat (Where have they been?) – Gold down on rising Bond yields – Try the Pasta Genovese Say hello – Click on this link https://slatestone.com/contact-us/ Put ‘KP’ in the message box and I will be happy to …

Things you need to know. – CPI appeared to be a ‘no brainer’ – but is trending UP. – PPI due out at 8:30…In any event the MKT is demanding a cut. – Former Fed Pres – Richie Fischer – says ‘Why are we Cutting?’ could he be sending ‘smoke signals’ that JJ is considering No Cut? – Traders and …

Things you need to know. – Stocks consolidating just a bit – I’d like to see a bit more. – Swaps market now pricing in a 90% chance of a rate cut. – This AFTER JJ said – going slow would be more appropriate. – Dollar up, Oil down, Gold up, Bonds down. – CPI is just 24 hrs. away; …

Things you need to know. – NFP is benign – or that’s what they want you to believe. – This week’s CPI & PPI will be the final data point for the FED. – FOMC is now in lockdown mode. – Oil & Gold higher on a NEW Mid-East conflict! – IONQ – a name in Quantum Computing/AI Demands. – …

Things you need to know. – Wow! Stocks retreat? Are the Transports sending us a message? – Today’s NFP report is THE focus. – Keep your eyes on ‘wages and the Unemployment number. – Bonds flat, Oil lower and Gold steady. – Try the Mussel Posilliopo – Feast of the 7 Fishes #3. Stocks went into reverse yesterday – the …

Things you need to know. – Did JJ just ‘tease’ us or did he send a ‘signal’? – Alberto says – maybe we should slow down…. – Trump nominates Atkins – and Bitcoin Charges thru $100k. – Dow pierces 45k, S&P kisses trendline resistance at 6080. – OPEC+ is in a tangled web – what to do? – Try the …

Things you need to know. – Are investors getting antsy? Not yet! – Kugler, Daly and Goolsbee all opine on the next move. – JJ took the stage today. – Bonds sold off, yields up, Oil pierces $70 and gold flat. – France on the verge of a gov’t crisis – No Confidence vote today. – Try Linguine & Clams …

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 – …