Things you need to know. – Stocks got pressured lower, which doesn’t mean the buyers walked away. – Shorter duration bonds rallied; longer duration bonds declined. – Oil down, Gold Up – Trump’s speech was well received by those that actually listened to it. – Did Howie hint at a Tariff deal? Markets think ‘YES’. – Did Germany elect Fred …

Things you need to know. – Friday was a wild day in the markets, but stocks closed higher. – Lots of Eco data, Key inflation report was in line. – Drama in the WH – Trump and Zelensky go head-to-head. – Will Mexico and Canada join the US in China Tariff policies? – Try the Torta di Cavolfiore. It was …

Things you need to know. – Stocks get CRUSHED! – What changed? – NVDA crushes it but Algo’s were not impressed. – Oil up, Gold Down, Bonds steady. – PCE today – what will we learn? – Try the Linguine Puttanesca Oh boy, did it get ugly stocks collapsed as the algo’s went into ‘sell mode’ – I think someone …

Things you need to know. – OK – NVDA blows the roof off, mkt reaction is muted. – Deep Seek is not a threat – at all. – The Future of AI is bright…. Can we move on now? – Bond yields are now inverted! 3’s & 10’s. – Oil goes lower…. Gold is in retreat! Hello! – Try the …

Things you need to know. – Stocks tested/breached intermediate trendline support but rallied back. – The Mag 7 index is now in correction territory. – Individual names go further…. – Today is all about NVDA…. – Bonds rally, yields plunge – but what’s the message? – Gold retreats on a possible Russia/Ukraine deal. – Try the Frittata di Pasta. Ok …

Things you need to know. – Is it getting HOT here? – Stocks got hammered, VIX surges, Bonds rise – sending yields lower. – Consumer Staples and Contra’s bucked the trend. – Oil Down, Gold holds steady. – It’s a big week for earnings, but all eyes are focused on NVDA. – Uncle Warren holds a ‘boatload’ of cash! – …

Things you need to know. – WMT caused the markets to fall? Really? – Algo’s over-react to a 10b5-1 filing…. – Financials get dragged down on default fears. – Gold churns, Oil under a bit of pressure, Bonds steady. – Try the Gateau di Patate…. Oh boy….finally…..stocks took a breather….and pulled back…..and the best part about all of this is …

S&P Things you need to know. – They can’t hold her back…S&P makes another NEW HIGH. – FOMC mins reveal ALL members are on HOLD…. – Defensive Sectors were the gainers yesterday. – PLTR gets banged up…. I just hope it gets banged up a bit more! – TOL says rates are ‘crushing’ demand for New Homes…. – Try the …

Things you need to know. – Stocks continue to ‘hang around’. – Sammy is right – ‘Yeah, but……’ – Tariffs, inflation and dinner in the desert…. – Gold up, Oil up, Bonds down. – Goolsbee and Musalem battle it out. – Try the Childhood Favorite – Sunshine’s Fried Bologna Sandwich And stocks continued to hang around near all-time highs as …

Things you need to know. – Retail Sales came in weaker – but hold on…. – Stocks end mixed, Bonds surged, yields declined. – Oil up – OPEC ‘considers’ delaying again, Gold up. – VIX is complacent again. – Lots of housing data this week – expected to be weak. – Try Chicago’s Chicken Vesuvio ________________________________________________________________ ***I am hosting a …