Things you need to know Stocks around the globe are in rally mode after a tough week Treasury yields are up small, while prices are down small Oil whips around…and is solidly in the $100/$120 range It feels like we are closer to a bottom – but don’t bet the ranch just yet Try the Thighs/Pancetta and Balsamic Vinegar The …
Now They Are Hitting The Stalwarts – Getting Closer to the End – Try the Mac & Cheese
Things you need to know Dow Slides More than 1100 Points in Worst Day Since 2020 = wsj Stock Rout Deepens as Economy Concerns Pile Up – Bloomberg Stock Futures Fall After Dow’s Worst Day Since 2020 – cnbc TGT, WMT’s Inflation Warning Bad Omen For Stocks & Economy – Fox Business Inflation is now officially out of control …
No Follow Thru on Monday – But it’s Turnaround Tuesday – Try the Scampi
Things you need to know I will be in NYC this week attending the Headstrong Project 10th annual benefit gala – on Thursday evening – May 19th. Recall that the Headstrong Project is the veteran’s organization that my wife and I are intimately involved with. Click here to see the video created for the 10th anniversary of this amazing organization …
Is the Bottom in? Probably Not – Try the Puttanesca -not PUTIN-nesca!
Things you need to know Stocks rose, JJ confirms what we all knew A relief rally could go on for a couple of weeks…. Sit tight Weakest sectors led advance – why is that a surprise? Try the Puttanesca – not PUTIN – esca! My apearance on Fox Business with Maria Bartiromo’s ‘Wall Street’ over the weekend – here …
JJ Finally Admits What we all KNEW! – Try the Bran Muffins (to help regulate)
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 …
