Things you need to know PPI suggests that inflation is persistent vs. peaking – mimicking the CPI JJ confesses that he can’t ‘guarantee’ a soft landing…. (Is anyone surprised?) Stocks continued to come under pressure as investors prices in the worst-case scenario Try the Bran Muffins to help regulate the markets Savagely violent, punishingly hard, uncomfortable…..These are all words that …
CPI is NOT Peaking, It is Persistent – Try the Pasta, Butter, Eggs and Cheese
Things you need to know CPI suggests that inflation is persistent vs. peaking PPI due out at 8:30 am – what will we learn? Crypto meltdown only adding fuel to the fire European markets down 2.5%, US futures pointing lower as well Try the Pasta, Butter, Eggs and Cheese And the beating continues – stocks get hammered as some investors …
Peaking is NOT Rolling Over and Dying – Try the Pork Loin
Things you need to know Stocks march in place waiting for today’s CPI – Peaking is not rolling over Joey blames covid, Vlad and the Ultra Maga’s for out-of-control inflation Loretta teases that 75 bps is ON the table while the other choose to ignore her. Oil trades down and then up again as the EU bans Russian oil and …
Hard Landing vs. Soft Landing – Where do you stand? – Try the Fettuccine
Things you need to know Stocks got smushed yesterday but look to rally today Oil continues to come under pressure – global slowdown and stronger dollar Buy the Dip? What do you think buyers HAVE been doing? CPI due out tomorrow and lots of FED speakers today….Can you imagine the narrative? Markets are pricing in a hard landing vs. the …
And the Hits Keep Coming, Is this Capitulation? – Try the Angry Lobster
Things you need to know And the hits keep coming The S&P breaches 4,062 – putting 3800- in the line of sight The VIX surges, 10 yr. treasury yields surge, and the dollar is making new highs Mega Cap multinationals are the last ones to fall as capitulation wreaks havoc Bitcoin and Ethereum adding to the angst as prices collapse …
Stocks go up and DOWN! Stay Focused! Try the Spaghetti Arrabiatta
Things you need to know Stocks go up and then they go DOWN Investors are NOT buying what JJ is selling Oil pushes higher…. Why are you surprised? Shelter in the storm – Earnings Growth vs. Multiple Expansion Try the Spaghetti Arrabiatta OH, I need an Excedrin! It was a brutal day…or was it? I mean stocks rallied hard on …
Jay Ignites a Rally Saying 75 is ‘Off the Table’ – Try the Orzo Spinach Ricotta Salata Salad
Things you need to know Jay ignites a rally – promises that 75 bps is ‘not being actively considered’ Algo’s go into overdrive – stocks gain nearly 3% across the board Expect the presentation to be picked apart Oil continues to surge higher as OPEC meets and reiterates that they cannot replace banned Russian oil Try the Orzo Spinach Ricotta …
It’s about the Combinations – Try the Pan Seared Oven Roasted Chicken in Orange, Brandy Sauce
Things you need to know Investors await ‘the decision’ – Stocks churn Other Eco data today includes ADP, Mortgage Apps, and PMI reports It’s about combinations (not permutations) Oil up 3.5% – as Europe prepares to cut ties with Russia. Try the Pan Seared/Oven Roasted Chicken in Orange/Brandy Sauce Stocks continue to get pushed around….as we all await THE DECISION …
Stocks Stage an Intra Day Rally; Fed Behind the Curtain -Try the Vegetable Paella
Things you need to know Stocks stage an intraday turnaround Treasuries – 7’s, 10’s, 20’s and 30’s all kiss and pierce 3% The FED goes behind the iron curtain…details tomorrow at 2 pm Morgan Stanley calls for S&P 3800 or 8% lower from here Try the Vegetable Paella Good Tuesday morning…. Stocks began the month a bang! Early morning …
Brutal Month End – But Don’t Despair – Try the Spaghetti & Asparagus
Things you need to know It was ugly, but it was the end of the month FOMC meets this week – news out on Wednesday at 2 pm ADP and NFP also due out Berkshire Hathaway annual meeting is both educational and entertaining Try the Spaghetti and Asparagus Oh boy…it was a brutal day on Friday that ended a brutal …
