Things you need to know. Global Markets under pressure…as the fallout continues. Stocks, Oil, Gold and Bitcoin are down. Bonds, the VIX and the contra trades are all UP. 50 countries come to the table to negotiate – but China remains absent. Trump team digs in…. Try the Escarole & Beans Oh boy – I picked the two worst days …
Quick Comments on the Markets reaction to Tariffs.
Good morning – Stocks are under pressure. Stocks began the second quarter of 2025 following the worst quarterly performance in nearly three years and facing dual market headwinds of policy uncertainty and potentially slowing economic growth. This morning, global markets are under some duress…but for now the action should not cause you to change your thesis. Economic data points have …
Markets Do the Tariff Tango: Dow Declines, The Others Advance, Gold Flirts with $3,180 – Liberation Day is Here!/Try the Rigatoni
Things you need to know. – Liberation day is here! Announcements at 4 pm in the Rose Garden. – Global investors remain on the edge. – Stocks remain anxious…. – Bonds rally, Gold rallies and Oil awaits… – Try the Rigatoni. The instability continues to hit US markets….the Dow trading in a 600 pt range before ending the day down …
Markets Surf the Expected Tariff Tsunami: S&P Dips to 5488, Gold Shines/Try the Roasted Chicken, Sausage and Potat…
Things you need to know. – Well, it’s over – the Quarter came to an end. – While the indexes suggest doom – individual sectors tell you otherwise. – Bonds rally, Oil rallies and gold rallies…. – We are hours away from tariff announcements – European mkts are UP. – Try the Roasted Chicken Thighs with Sausage and Potatoes A …
Stocks Strip Down for Spring: Window Dressing Turns into Window Undressing as Markets Flash Recession Fears/Try th…
Things you need to know. – And the selling continues…. – Futures are lower – it is end of quarter. – Gold continues to surge. Tariffs only hours away. – Goldman and other big Banks – cut the outlook. – Lots of eco data and 5 Fed heads to address the ‘nation’ this week. – Try the Mediterranean Orzo ***Markets …
Trump Says “Eat it or I’ll Make You an Offer You Can’t Refuse’, Gold Shines, Stocks Whine/Try the Christmas Scrod
Things you need to know. – And the selling continues…. – Trump tells auto makers to shut up and eat it! – Eco data remains mixed to better. – Today’s PCE report is not expected to surprise. – Gold surges into another new century! – Try the Christmas Scrod. ***Markets are anxious, and that can make you uncomfortable….Click on the …
Trump’s Tariff Tantrum: Cars Cry, Stocks Sigh, and America’s Factories Say ‘Hi! /Try the Frittellona
Things you need to know. – Rumors of more tariffs sent stocks reeling. – VIX up, bonds down, oil up, gold up & kisses a new century. – At 5 pm – Trump announces 25% tariffs on Autos (not unexpected). – Global markets under pressure – US futures are higher! – Try the Frittellona ***Markets are anxious, and that can …
Consumer Confidence Hits Four-Year Low as Markets Churn Amid Economic Uncertainty -Try the Sicilian Swordfish
Things you need to know. – Stocks ‘eke’ out small gains as we move into the month end. – Consumer Confidence isn’t so Confident. – ‘Liberation Day’, Earnings and Tax Day are upon us…. – UK slashes spending due to a ‘Budget Shortfall’ caused by Rising Borrowing Costs. – Try the Sicilian Swordfish. ***Markets are anxious, and that can make …
Stocks Surge as Trump Hints at Tariff Relief, Sparking Broad Market Rebound
Things you need to know. – Stocks rally after Trump suggests that the tariffs may not be as bad as anticipated. – Investors go on a shopping spree – looking for the bargains! (and there were plenty) – Bonds down, Oil up and Gold churns. – Lots of eco data this week. – Try the Lemon Chicken. ***Markets are anxious, …
Gundlach’s Warns of Recession (he’s been doing it for 9 yrs), Markets Shrug: ‘Two Rate Cuts Walk Into a Trade War …
Things you need to know. – Stock rally – yeah – not so much. – Gundlach continues to call for a recession – 9 yrs now! – Oil up on Iran Sanctions and OPEC+ cuts? – Bonds flat, Gold churns. – Try the Caramelized Red Onions & Sun-Dried Tomato Cream Pasta ***Markets are anxious, and that can make you uncomfortable….Click …