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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …